Slocum, Gordon & Co’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Slocum, Gordon & Co’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 Q3	–	Sell	-1,077	Closed	-$52K	–	116
2025 Q2	$52K	Hold	1,077	–	–	0.04%	84
2025 Q1	$43.8K	Hold	1,077	–	–	0.03%	85
2024 Q4	$48.5K	Sell	1,077 -173,106	-99%	-$7.86M	0.04%	83
2024 Q3	$5.8M	Buy	174,183 +173,106	+16,073%	+$7.3M	2.33%	13
2024 Q2	$45.6K	Hold	1,077	–	–	0.03%	89
2024 Q1	$48.7K	Hold	1,077	–	–	0.04%	84
2023 Q4	$49K	Hold	1,077	–	–	0.04%	82
2023 Q3	$43.6K	Buy	+1,077	New	+$46.9K	0.04%	85

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Slocum, Gordon & Co's ROBT Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2025, closing a stake of 1,077 shares — an estimated $52K sold.

Slocum, Gordon & Co first reported a position in ROBT in Q3 2023 and held it in 8 quarters. The position peaked at $5.8M in Q3 2024. 167 funds tracked by Wall St. Rank hold ROBT as of Q3 2025.

Slocum, Gordon & Co reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 1,077 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2025, an estimated $52K.
Slocum, Gordon & Co first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 8 quarters.
Slocum, Gordon & Co's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $5.8M in Q3 2024.
167 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.