MAI Capital Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

MAI Capital Management’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	$227K	Sell	4,035 -1	-0%	-$53	﹤0.01%	1750
2026 Q1	$186K	Buy	4,036 +136	+3%	+$6.93K	﹤0.01%	1501
2025 Q4	$202K	Buy	3,900 +2,350	+152%	+$125K	﹤0.01%	1311
2025 Q3	$82K	Buy	1,550 +1,516	+4,459%	+$76.5K	﹤0.01%	1663
2025 Q2	$1.64K	Hold	34	–	–	﹤0.01%	3471
2025 Q1	$1.38K	Hold	34	–	–	﹤0.01%	3049
2024 Q4	$1.53K	Buy	+34	New	+$1.54K	﹤0.01%	3090

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

MAI Capital Management's ROBT Position: Q2 2026 in Review

MAI Capital Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.02% in Q2 2026, selling an estimated $53 and leaving 4,035 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

MAI Capital Management first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

MAI Capital Management held 4,035 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $227K as of Q2 2026.
MAI Capital Management sold 1 First Trust Nasdaq Artificial Intelligence and Robotics ETF share in Q2 2026, an estimated $53.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1750 holding.
MAI Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.