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
Q2 		$401K Sell
7,126
-505
-7% -$26.9K ﹤0.01% 2209
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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rockefeller Capital Management's ROBT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 6.6% in Q2 2026, selling an estimated $26.9K and leaving 7,126 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Rockefeller Capital Management first reported a position in ROBT in Q1 2020 and has held it in 16 quarters since. The position peaked at $500K in Q4 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Rockefeller Capital Management held 7,126 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $401K as of Q2 2026.
  • Rockefeller Capital Management sold 505 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $26.9K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2209 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 16 quarters since.
  • Rockefeller Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $500K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.