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Orion Portfolio Solutions’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$408K Buy
10,032
+1,892
+23% +$85.6K ﹤0.01% 1498
2024
Q4 		$367K Buy
+8,140
New +$370K ﹤0.01% 1464

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's ROBT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 23% in Q1 2025, buying an estimated $85.6K and bringing the position to 10,032 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Orion Portfolio Solutions first reported a position in ROBT in Q4 2024 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

  • Orion Portfolio Solutions held 10,032 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $408K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,892 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $85.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1498 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.