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

Peterson Wealth 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	$274K	Sell	4,866 -1	-0%	-$53	0.03%	101
2026 Q1	$225K	Hold	4,867	–	–	0.03%	103
2025 Q4	$252K	Hold	4,867	–	–	0.03%	100
2025 Q3	$267K	Hold	4,867	–	–	0.04%	89
2025 Q2	$235K	Buy	+4,867	New	+$210K	0.04%	90
2025 Q1	–	Sell	-4,867	Closed	-$223K	–	93
2024 Q4	$223K	Buy	4,867 +24	+0.5%	+$1.09K	0.04%	79
2024 Q3	$212K	Buy	+4,843	New	+$204K	0.04%	80
2023 Q3	–	Sell	-4,400	Closed	-$201K	–	64
2023 Q2	$201K	Buy	+4,400	New	+$188K	0.05%	63
2022 Q2	–	Sell	-4,394	Closed	-$208K	–	62
2022 Q1	$208K	Hold	4,394	–	–	0.06%	56
2021 Q4	$242K	Hold	4,394	–	–	0.07%	54
2021 Q3	$236K	Hold	4,394	–	–	0.08%	50
2021 Q2	$239K	Buy	+4,394	New	+$232K	0.08%	50

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peterson Wealth Advisors's ROBT Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.02% in Q2 2026, selling an estimated $53 and leaving 4,866 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #101.

Peterson Wealth Advisors first reported a position in ROBT in Q2 2021 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Peterson Wealth Advisors held 4,866 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $274K as of Q2 2026.
Peterson Wealth Advisors sold 1 First Trust Nasdaq Artificial Intelligence and Robotics ETF share in Q2 2026, an estimated $53.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Peterson Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and has held it in 12 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.