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North Capital’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

North Capital’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
2025
Q4 		– Sell
-4
Closed -$212 – 567
2025
Q3 		$212 Buy
4
+1
+33% +$50 ﹤0.01% 651
2025
Q2 		$145 Hold
3
– – ﹤0.01% 599
2025
Q1 		$122 Buy
+3
New +$136 ﹤0.01% 608

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

North Capital's ROBT Position: Q4 2025 in Review

North Capital sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2025, closing a stake of 4 shares — an estimated $212 sold.

North Capital first reported a position in ROBT in Q1 2025 and held it in 3 quarters. The position peaked at $212 in Q3 2025. 180 funds tracked by Wall St. Rank hold ROBT as of Q4 2025.

  • North Capital reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 4 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2025, an estimated $212.
  • North Capital first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $212 in Q3 2025.
  • 180 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.