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
Q2 		$360K Sell
6,397
-334
-5% -$17.8K 0.02% 652
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 $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

NBC Securities's ROBT Position: Q2 2026 in Review

NBC Securities reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 5% in Q2 2026, selling an estimated $17.8K and leaving 6,397 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #652.

NBC Securities first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $607K in Q4 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • NBC Securities held 6,397 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $360K as of Q2 2026.
  • NBC Securities sold 334 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $17.8K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #652 holding.
  • NBC Securities first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $607K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.