OIA
ROBT icon

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

OneDigital Investment 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
Q1 		$538K Sell
11,648
-326
-3% -$16.6K 0.01% 911
2025
Q4 		$621K Sell
11,974
-1,675
-12% -$89.4K 0.01% 863
2025
Q3 		$722K Buy
13,649
+296
+2% +$14.9K 0.01% 774
2025
Q2 		$645K Sell
13,353
-177
-1% -$7.63K 0.01% 807
2025
Q1 		$550K Buy
13,530
+199
+1% +$9.01K 0.01% 825
2024
Q4 		$600K Buy
13,331
+1
+0% +$45 0.01% 812
2024
Q3 		$584K Sell
13,330
-19
-0.1% -$801 0.01% 879
2024
Q2 		$565K Sell
13,349
-256
-2% -$11K 0.01% 847
2024
Q1 		$615K Buy
13,605
+1,710
+14% +$76.3K 0.01% 671
2023
Q4 		$542K Buy
11,895
+184
+2% +$7.55K 0.01% 684
2023
Q3 		$474K Sell
11,711
-1,139
-9% -$49.6K 0.01% 663
2023
Q2 		$587K Buy
12,850
+4,976
+63% +$213K 0.01% 580
2023
Q1 		$336K Buy
+7,874
New +$318K 0.01% 739

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 $83.7B AUM 27.22% 1-Year Est. Return

OneDigital Investment Advisors's ROBT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.7% in Q1 2026, selling an estimated $16.6K and leaving 11,648 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #911.

OneDigital Investment Advisors first reported a position in ROBT in Q1 2023 and has held it in 13 quarters since. The position peaked at $722K in Q3 2025. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • OneDigital Investment Advisors held 11,648 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $538K as of Q1 2026.
  • OneDigital Investment Advisors sold 326 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $16.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #911 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and has held it in 13 quarters since.
  • OneDigital Investment Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $722K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.