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Principal Securities’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Principal Securities’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
-784
Closed -$41.5K – 3071
2025
Q3 		$41.5K Hold
784
– – ﹤0.01% 2044
2025
Q2 		$37.9K Buy
784
+664
+553% +$28.6K ﹤0.01% 2012
2025
Q1 		$5.41K Hold
120
– – ﹤0.01% 2748
2024
Q4 		$5.41K Hold
120
– – ﹤0.01% 2745
2024
Q3 		$5.25K Hold
120
– – ﹤0.01% 2659
2024
Q2 		$5.08K Hold
120
– – ﹤0.01% 2637
2024
Q1 		$5.43K Hold
120
– – ﹤0.01% 2575
2023
Q4 		$5.46K Buy
+120
New +$4.92K ﹤0.01% 2503

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 22.9% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Principal Securities's ROBT Position: Q4 2025 in Review

Principal Securities sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2025, closing a stake of 784 shares — an estimated $41.5K sold.

Principal Securities first reported a position in ROBT in Q4 2023 and held it in 8 quarters. The position peaked at $41.5K in Q3 2025. 180 funds tracked by Wall St. Rank hold ROBT as of Q4 2025.

  • Principal Securities reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 784 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2025, an estimated $41.5K.
  • Principal Securities first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $41.5K 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 Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.