Sigma Planning Corp’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Sigma Planning Corp’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	$264K	Sell	4,695 -33	-0.7%	-$1.76K	0.01%	1181
2026 Q1	$218K	Sell	4,728 -10,063	-68%	-$513K	0.01%	1202
2025 Q4	$767K	Sell	14,791 -4,000	-21%	-$213K	0.02%	626
2025 Q3	$994K	Buy	18,791 +4,554	+32%	+$230K	0.03%	532
2025 Q2	$688K	Buy	14,237 +689	+5%	+$29.7K	0.02%	651
2025 Q1	$551K	Buy	+13,548	New	+$613K	0.02%	691
2021 Q2	–	Sell	-74,374	Closed	-$3.88M	–	1484
2021 Q1	$3.88M	Buy	+74,374	New	+$4.03M	0.12%	195

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sigma Planning Corp's ROBT Position: Q2 2026 in Review

Sigma Planning Corp reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.7% in Q2 2026, selling an estimated $1.76K and leaving 4,695 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1181.

Sigma Planning Corp first reported a position in ROBT in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.88M in Q1 2021. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Sigma Planning Corp held 4,695 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $264K as of Q2 2026.
Sigma Planning Corp sold 33 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.76K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1181 holding.
Sigma Planning Corp first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and has held it in 7 quarters since.
Sigma Planning Corp's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $3.88M in Q1 2021.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.