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ROBT icon

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

NewEdge 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 		$1.38M Sell
24,575
-1,909
-7% -$102K ﹤0.01% 1445
2026
Q1 		$1.22M Buy
26,484
+234
+0.9% +$11.9K ﹤0.01% 1385
2025
Q4 		$1.36M Buy
26,250
+3,983
+18% +$213K ﹤0.01% 1292
2025
Q3 		$1.18M Buy
22,267
+1,630
+8% +$82.3K 0.01% 1306
2025
Q2 		$997K Sell
20,637
-2,173
-10% -$93.7K 0.01% 1297
2025
Q1 		$928K Sell
22,810
-550
-2% -$24.9K 0.01% 1228
2024
Q4 		$1.05M Buy
23,360
+561
+2% +$25.5K 0.01% 1132
2024
Q3 		$998K Sell
22,799
-47
-0.2% -$1.98K 0.01% 1111
2024
Q2 		$967K Sell
22,846
-2,692
-11% -$115K 0.01% 1088
2024
Q1 		$1.16M Buy
25,538
+1,707
+7% +$76.2K 0.01% 939
2023
Q4 		$1.07M Sell
23,831
-306
-1% -$12.6K 0.01% 902
2023
Q3 		$978K Buy
24,137
+439
+2% +$19.1K 0.01% 871
2023
Q2 		$1.08M Buy
23,698
+4,290
+22% +$184K 0.01% 829
2023
Q1 		$812K Buy
19,408
+13,910
+253% +$562K 0.01% 880
2022
Q4 		$148K Buy
+5,498
New +$199K ﹤0.01% 1289

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

NewEdge Advisors's ROBT Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 7.2% in Q2 2026, selling an estimated $102K and leaving 24,575 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

NewEdge Advisors first reported a position in ROBT in Q4 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • NewEdge Advisors held 24,575 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.38M as of Q2 2026.
  • NewEdge Advisors sold 1,909 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $102K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1445 holding.
  • NewEdge Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2022 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.