SAM
ROBT icon

Sherman Asset Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Sherman Asset 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
2025
Q2 		– Sell
-1,011
Closed -$41.1K – 153
2025
Q1 		$41.1K Hold
1,011
– – 0.04% 115
2024
Q4 		$45.5K Buy
+1,011
New +$45.9K 0.04% 115

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sherman Asset Management's ROBT Position: Q2 2025 in Review

Sherman Asset Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2025, closing a stake of 1,011 shares — an estimated $41.1K sold.

Sherman Asset Management first reported a position in ROBT in Q4 2024 and held it in 2 quarters. The position peaked at $45.5K in Q4 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Sherman Asset Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2025 after selling out during the quarter.
  • Sherman Asset Management sold 1,011 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $41.1K.
  • Sherman Asset Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 2 quarters.
  • Sherman Asset Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $45.5K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Sherman Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.