Simplex Trading
ROBT icon

Simplex Trading’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Simplex Trading’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 		$2.21K Sell
48
-202
-81% -$10.3K ﹤0.01% 8336
2025
Q4 		$13K Sell
250
-823
-77% -$43.9K ﹤0.01% 6819
2025
Q3 		$56K Buy
1,073
+654
+156% +$33K ﹤0.01% 6340
2025
Q2 		$20K Buy
+419
New +$18.1K ﹤0.01% 6778
2025
Q1 		– Sell
-719
Closed -$32K – 9486
2024
Q4 		$32K Buy
719
+201
+39% +$9.13K ﹤0.01% 6293
2024
Q3 		$22K Buy
+518
New +$21.8K ﹤0.01% 6613
2024
Q1 		– Sell
-144
Closed -$6K – 9716
2023
Q4 		$6K Buy
+144
New +$5.91K ﹤0.01% 7787
2023
Q3 		– Sell
-2,002
Closed -$91K – 9650
2023
Q2 		$91K Buy
2,002
+1,483
+286% +$63.5K ﹤0.01% 5193
2023
Q1 		$22K Buy
+519
New +$21K ﹤0.01% 6826

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