Larson Financial Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Larson Financial Group’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	$18.5K	Buy	400 +230	+135%	+$11.7K	﹤0.01%	1888
2025 Q4	$8.82K	Hold	170	–	–	﹤0.01%	2186
2025 Q3	$8.99K	Hold	170	–	–	﹤0.01%	2067
2025 Q2	$8.21K	Hold	170	–	–	﹤0.01%	1906
2025 Q1	$6.91K	Hold	170	–	–	﹤0.01%	1772
2024 Q4	$7.66K	Hold	170	–	–	﹤0.01%	1563
2024 Q3	$7.44K	Hold	170	–	–	﹤0.01%	1585
2024 Q2	$7.2K	Buy	170 +120	+240%	+$5.14K	﹤0.01%	1354
2024 Q1	$2.26K	Hold	50	–	–	﹤0.01%	1347
2023 Q4	$2.28K	Sell	50 -105	-68%	-$4.31K	﹤0.01%	1350
2023 Q3	$6.28K	Buy	155 +5	+3%	+$218	﹤0.01%	1119
2023 Q2	$6.85K	Hold	150	–	–	﹤0.01%	1031
2023 Q1	$6.39K	Hold	150	–	–	﹤0.01%	1032
2022 Q4	$5.36K	Hold	150	–	–	﹤0.01%	1008
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	969
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	839
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	743
2021 Q4	$8K	Buy	+150	New	+$8.26K	﹤0.01%	738

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Larson Financial Group's ROBT Position: Q1 2026 in Review

Larson Financial Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 135% in Q1 2026, buying an estimated $11.7K and bringing the position to 400 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Larson Financial Group first reported a position in ROBT in Q4 2021 and has held it in 18 quarters since. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Larson Financial Group held 400 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $18.5K as of Q1 2026.
Larson Financial Group bought 230 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $11.7K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1888 holding.
Larson Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and has held it in 18 quarters since.
171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.