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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
Q2 		$32.3K Sell
575
-250
-30% -$13.3K 0.01% 551
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's ROBT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 30% in Q2 2026, selling an estimated $13.3K and leaving 575 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #551.

Medallion Wealth Advisors first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.2K in Q4 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Medallion Wealth Advisors held 575 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $32.3K as of Q2 2026.
  • Medallion Wealth Advisors sold 250 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $13.3K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #551 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 7 quarters since.
  • Medallion Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $46.2K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.