NS
ROBT icon

NBC Securities’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

NBC Securities’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 		$311K Buy
6,731
+705
+12% +$36K 0.02% 686
2025
Q4 		$313K Sell
6,026
-30
-0.5% -$1.6K 0.02% 669
2025
Q3 		$320K Buy
6,056
+12
+0.2% +$606 0.02% 662
2025
Q2 		$291K Buy
6,044
+599
+11% +$25.8K 0.02% 689
2025
Q1 		$221K Buy
5,445
+5,440
+108,800% +$246K 0.02% 744
2024
Q4 		$252 Sell
5
-9,352
-100% -$425K 0.02% 677
2024
Q3 		$409K Sell
9,357
-2,390
-20% -$101K 0.03% 535
2024
Q2 		$497K Sell
11,747
-929
-7% -$39.8K 0.05% 440
2024
Q1 		$573K Sell
12,676
-670
-5% -$29.9K 0.05% 397
2023
Q4 		$607K Sell
13,346
-640
-5% -$26.3K 0.06% 347
2023
Q3 		$566K Buy
+13,986
New +$609K 0.06% 343

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 $74.2B AUM 21.09% 1-Year Est. Return