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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's ROBT Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 14% in Q1 2026, buying an estimated $1.23M and bringing the position to 194,207 shares worth $8.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Raymond James Financial first reported a position in ROBT in Q4 2024 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Raymond James Financial held 194,207 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $8.96M as of Q1 2026.
  • Raymond James Financial bought 24,051 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $1.23M.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2113 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 6 quarters since.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.