Measured Wealth Private Client Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Measured Wealth Private Client 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	–	Sell	-10	Closed	-$533	–	710
2026 Q1	$464	Hold	10	–	–	﹤0.01%	658
2025 Q4	$521	Buy	+10	New	+$534	﹤0.01%	683

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

Measured Wealth Private Client Group's ROBT Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026, closing a stake of 10 shares — an estimated $533 sold.

Measured Wealth Private Client Group first reported a position in ROBT in Q4 2025 and held it in 2 quarters. The position peaked at $521 in Q4 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Measured Wealth Private Client Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 10 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $533.
Measured Wealth Private Client Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and held it in 2 quarters.
Measured Wealth Private Client Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $521 in Q4 2025.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.