Janney Montgomery Scott
ROBT icon

Janney Montgomery Scott’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Janney Montgomery Scott’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 		$5M Sell
88,790
-25,091
-22% -$1.34M 0.01% 973
2026
Q1 		$5.26M Buy
113,881
+3,073
+3% +$157K 0.01% 829
2025
Q4 		$5.75M Sell
110,808
-1,028
-0.9% -$54.9K 0.01% 842
2025
Q3 		$5.92M Buy
111,836
+16,018
+17% +$809K 0.01% 808
2025
Q2 		$4.63M Sell
95,818
-650
-0.7% -$28K 0.01% 843
2025
Q1 		$3.92M Buy
96,468
+15,870
+20% +$718K 0.01% 878
2024
Q4 		$3.63M Buy
80,598
+5,196
+7% +$236K 0.01% 893
2024
Q3 		$3.3M Sell
75,402
-4,383
-5% -$185K 0.01% 910
2024
Q2 		$3.38M Buy
79,785
+3,272
+4% +$140K 0.01% 868
2024
Q1 		$3.46M Buy
76,513
+8,698
+13% +$388K 0.01% 900
2023
Q4 		$3.09M Sell
67,815
-1,979
-3% -$81.2K 0.01% 924
2023
Q3 		$2.83M Buy
69,794
+9,507
+16% +$414K 0.01% 887
2023
Q2 		$2.75M Sell
60,287
-5,587
-8% -$239K 0.01% 928
2023
Q1 		$2.81M Buy
65,874
+1,762
+3% +$71.2K 0.01% 843
2022
Q4 		$2.29M Sell
64,112
-36,968
-37% -$1.34M 0.01% 963
2022
Q3 		$3.4M Buy
101,080
+5,848
+6% +$226K 0.01% 757
2022
Q2 		$3.63M Buy
95,232
+879
+0.9% +$36.1K 0.02% 697
2022
Q1 		$4.46M Buy
94,353
+3,116
+3% +$150K 0.02% 625
2021
Q4 		$5.03M Buy
91,237
+9,029
+11% +$497K 0.02% 629
2021
Q3 		$4.41M Buy
82,208
+8,836
+12% +$482K 0.02% 641
2021
Q2 		$3.98M Buy
73,372
+7,417
+11% +$392K 0.02% 665
2021
Q1 		$3.44M Sell
65,955
-5,219
-7% -$283K 0.02% 680
2020
Q4 		$3.57M Sell
71,174
-12,180
-15% -$540K 0.02% 646
2020
Q3 		$3.25M Buy
83,354
+4,482
+6% +$171K 0.02% 620
2020
Q2 		$2.84M Buy
78,872
+29,454
+60% +$952K 0.02% 636
2020
Q1 		$1.34M Buy
49,418
+4,065
+9% +$133K 0.01% 836
2019
Q4 		$1.56M Buy
45,353
+8,700
+24% +$285K 0.01% 885
2019
Q3 		$1.16M Buy
36,653
+26,482
+260% +$855K 0.01% 970
2019
Q2 		$337K Buy
+10,171
New +$331K ﹤0.01% 1640

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

Janney Montgomery Scott's ROBT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 22% in Q2 2026, selling an estimated $1.34M and leaving 88,790 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #973.

Janney Montgomery Scott first reported a position in ROBT in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.92M in Q3 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Janney Montgomery Scott held 88,790 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $5M as of Q2 2026.
  • Janney Montgomery Scott sold 25,091 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.34M.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #973 holding.
  • Janney Montgomery Scott first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2019 and has held it in 29 quarters since.
  • Janney Montgomery Scott's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $5.92M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.