JIP
ROBT icon

Jaffetilchin Investment Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$2.86M Buy
+62,029
New +$3.16M 0.17% 96
2023
Q3 		– Sell
-13,322
Closed -$608K – 371
2023
Q2 		$608K Buy
+13,322
New +$570K 0.06% 177

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jaffetilchin Investment Partners's ROBT Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026: 62,029 shares worth $2.86M. The stake represents 0.17% of the portfolio and ranks #96 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in ROBT as recently as Q2 2023.

Jaffetilchin Investment Partners first reported a position in ROBT in Q2 2023 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Jaffetilchin Investment Partners held 62,029 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $2.86M as of Q1 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.17% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #96 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.