Morgan Stanley’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Morgan Stanley’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	$35.8M	Sell	635,762 -93,721	-13%	-$5M	﹤0.01%	2540
2026 Q1	$33.7M	Buy	729,483 +28,788	+4%	+$1.47M	﹤0.01%	2490
2025 Q4	$36.3M	Buy	700,695 +162,348	+30%	+$8.66M	﹤0.01%	2392
2025 Q3	$28.5M	Buy	538,347 +161,136	+43%	+$8.13M	﹤0.01%	2547
2025 Q2	$18.2M	Buy	377,211 +71,867	+24%	+$3.1M	﹤0.01%	2902
2025 Q1	$12.4M	Buy	305,344 +25,719	+9%	+$1.16M	﹤0.01%	3147
2024 Q4	$12.6M	Sell	279,625 -236	-0.1%	-$10.7K	﹤0.01%	3202
2024 Q3	$12.3M	Sell	279,861 -9,235	-3%	-$389K	﹤0.01%	3272
2024 Q2	$12.2M	Sell	289,096 -32,703	-10%	-$1.4M	﹤0.01%	3156
2024 Q1	$14.6M	Buy	321,799 +139,454	+76%	+$6.22M	﹤0.01%	3017
2023 Q4	$8.3M	Buy	182,345 +14,858	+9%	+$610K	﹤0.01%	3503
2023 Q3	$6.78M	Buy	167,487 +10,195	+6%	+$444K	﹤0.01%	3477
2023 Q2	$7.18M	Buy	157,292 +73,317	+87%	+$3.14M	﹤0.01%	3475
2023 Q1	$3.58M	Buy	83,975 +70,951	+545%	+$2.87M	﹤0.01%	4054
2022 Q4	$465K	Sell	13,024 -10,287	-44%	-$372K	﹤0.01%	5282
2022 Q3	$785K	Sell	23,311 -1,953	-8%	-$75.5K	﹤0.01%	5025
2022 Q2	$938K	Sell	25,264 -26,510	-51%	-$1.09M	﹤0.01%	5051
2022 Q1	$2.45M	Sell	51,774 -23,560	-31%	-$1.14M	﹤0.01%	4370
2021 Q4	$4.15M	Buy	75,334 +60,332	+402%	+$3.32M	﹤0.01%	3907
2021 Q3	$805K	Buy	15,002 +8,663	+137%	+$473K	﹤0.01%	5192
2021 Q2	$344K	Buy	6,339 +1,776	+39%	+$93.9K	﹤0.01%	5737
2021 Q1	$238K	Buy	+4,563	New	+$247K	﹤0.01%	5558
2020 Q1	–	Sell	-621	Closed	-$21K	–	6687
2019 Q4	$21K	Buy	+621	New	+$20.3K	﹤0.01%	6097
2019 Q2	–	Sell	-100	Closed	-$3K	–	6726
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	6408
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	6380
2018 Q3	$3K	Buy	+100	New	+$3.12K	﹤0.01%	6516

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's ROBT Position: Q2 2026 in Review

Morgan Stanley reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 13% in Q2 2026, selling an estimated $5M and leaving 635,762 shares worth $35.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Morgan Stanley first reported a position in ROBT in Q3 2018 and has held it in 26 quarters since. The position peaked at $36.3M in Q4 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Morgan Stanley held 635,762 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $35.8M as of Q2 2026.
Morgan Stanley sold 93,721 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $5M.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2540 holding.
Morgan Stanley first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2018 and has held it in 26 quarters since.
Morgan Stanley's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $36.3M in Q4 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.