IAA
ROBT icon

Independent Advisor Alliance’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Independent Advisor Alliance’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,158
Closed -$1.35M – 1506
2026
Q1 		$1.35M Buy
+29,158
New +$1.49M 0.01% 693

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Advisor Alliance's ROBT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026, closing a stake of 29,158 shares — an estimated $1.35M sold.

Independent Advisor Alliance first reported a position in ROBT in Q1 2026 and held it in 1 quarter. The position peaked at $1.35M in Q1 2026. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,158 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.35M.
  • Independent Advisor Alliance first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.35M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.