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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Peterson Wealth Advisors's ROBT Position: Q1 2026 in Review

Peterson Wealth Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q1 2026 at 4,867 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #103.

Peterson Wealth Advisors first reported a position in ROBT in Q2 2021 and has held it in 11 quarters since. The position peaked at $267K in Q3 2025. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Peterson Wealth Advisors held 4,867 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $225K as of Q1 2026.
Peterson Wealth Advisors left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q1 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.03% of Peterson Wealth Advisors's portfolio in Q1 2026, its #103 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 11 quarters since.
Peterson Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $267K 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 Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.