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Medallion Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Medallion Wealth Advisors’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 		$38.1K Hold
825
– – 0.01% 525
2025
Q4 		$42.8K Hold
825
– – 0.01% 493
2025
Q3 		$43.6K Hold
825
– – 0.02% 484
2025
Q2 		$39.7K Sell
825
-25
-3% -$1.08K 0.02% 497
2025
Q1 		$34.7K Sell
850
-210
-20% -$9.51K 0.02% 488
2024
Q4 		$46.2K Buy
+1,060
New +$48.1K 0.02% 427

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's ROBT Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q1 2026 at 825 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #525.

Medallion Wealth Advisors first reported a position in ROBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.2K in Q4 2024. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Medallion Wealth Advisors held 825 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $38.1K as of Q1 2026.
  • Medallion Wealth Advisors left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q1 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #525 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $46.2K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.