Rockefeller Capital Management
ROBT icon

Rockefeller Capital Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Rockefeller Capital Management’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 		$352K Sell
7,631
-2,000
-21% -$102K ﹤0.01% 2169
2025
Q4 		$500K Buy
9,631
+3,150
+49% +$168K ﹤0.01% 1901
2025
Q3 		$343K Buy
+6,481
New +$327K ﹤0.01% 1951
2023
Q1 		– Sell
-1,153
Closed -$41K – 3513
2022
Q4 		$41K Buy
1,153
+132
+13% +$4.77K ﹤0.01% 2488
2022
Q3 		$34K Buy
1,021
+830
+435% +$32.1K ﹤0.01% 2536
2022
Q2 		$7K Hold
191
– – ﹤0.01% 3321
2022
Q1 		$9K Hold
191
– – ﹤0.01% 3112
2021
Q4 		$10K Sell
191
-4,270
-96% -$235K ﹤0.01% 2988
2021
Q3 		$239K Sell
4,461
-92
-2% -$5.02K ﹤0.01% 1519
2021
Q2 		$247K Sell
4,553
-406
-8% -$21.5K ﹤0.01% 1431
2021
Q1 		$258K Buy
4,959
+752
+18% +$40.8K ﹤0.01% 1252
2020
Q4 		$211K Buy
4,207
+4
+0.1% +$177 ﹤0.01% 1176
2020
Q3 		$163K Buy
4,203
+1,401
+50% +$53.4K ﹤0.01% 1109
2020
Q2 		$101K Hold
2,802
– – ﹤0.01% 1158
2020
Q1 		$76K Buy
+2,802
New +$91.4K ﹤0.01% 1105

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Rockefeller Capital Management's ROBT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 21% in Q1 2026, selling an estimated $102K and leaving 7,631 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Rockefeller Capital Management first reported a position in ROBT in Q1 2020 and has held it in 15 quarters since. The position peaked at $500K in Q4 2025. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Rockefeller Capital Management held 7,631 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $352K as of Q1 2026.
  • Rockefeller Capital Management sold 2,000 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $102K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2169 holding.
  • Rockefeller Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2020 and has held it in 15 quarters since.
  • Rockefeller Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $500K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.