Raymond James Financial
ROBT icon

Raymond James Financial’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Raymond James Financial’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 		$11.3M Buy
201,585
+7,378
+4% +$393K ﹤0.01% 2041
2026
Q1 		$8.96M Buy
194,207
+24,051
+14% +$1.23M ﹤0.01% 2113
2025
Q4 		$8.83M Buy
170,156
+10,271
+6% +$548K ﹤0.01% 2079
2025
Q3 		$8.46M Buy
159,885
+8,821
+6% +$445K ﹤0.01% 2061
2025
Q2 		$7.3M Buy
151,064
+4,081
+3% +$176K ﹤0.01% 2108
2025
Q1 		$5.98M Buy
146,983
+3,515
+2% +$159K ﹤0.01% 2210
2024
Q4 		$6.46M Buy
+143,468
New +$6.52M ﹤0.01% 2164

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's ROBT Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3.8% in Q2 2026, buying an estimated $393K and bringing the position to 201,585 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Raymond James Financial first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Raymond James Financial held 201,585 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $11.3M as of Q2 2026.
  • Raymond James Financial bought 7,378 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $393K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2041 holding.
  • Raymond James Financial first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.