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 Q2	$22.2K	Sell	395 -5	-1%	-$266	﹤0.01%	1951
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Larson Financial Group's ROBT Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 1.3% in Q2 2026, selling an estimated $266 and leaving 395 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Larson Financial Group first reported a position in ROBT in Q4 2021 and has held it in 19 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Larson Financial Group held 395 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $22.2K as of Q2 2026.
Larson Financial Group sold 5 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $266.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1951 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 19 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.