Spectrum Wealth Advisory Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Spectrum Wealth Advisory Group’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	$149K	Buy	+2,656	New	+$142K	0.04%	83
2025 Q1	–	Sell	-5,462	Closed	-$246K	–	59
2024 Q4	$246K	Sell	5,462 -15,694	-74%	-$713K	0.12%	49
2024 Q3	$926K	Sell	21,156 -83,654	-80%	-$3.53M	0.52%	23
2024 Q2	$4.44M	Buy	104,810 +7,182	+7%	+$308K	4.75%	7
2024 Q1	$4.42M	Buy	97,628 +5,087	+5%	+$227K	5.08%	7
2023 Q4	$4.21M	Buy	+92,541	New	+$3.8M	5.2%	7
2022 Q4	–	Sell	-104,941	Closed	-$3.53M	–	34
2022 Q3	$3.53M	Buy	104,941 +4,032	+4%	+$156K	4.44%	9
2022 Q2	$3.75M	Buy	100,909 +4,693	+5%	+$193K	4.18%	9
2022 Q1	$4.55M	Buy	96,216 +33,981	+55%	+$1.64M	4.39%	9
2021 Q4	$3.43M	Buy	62,235 +1,869	+3%	+$103K	3.05%	11
2021 Q3	$3.24M	Buy	60,366 +2,746	+5%	+$150K	3.2%	11
2021 Q2	$3.13M	Buy	57,620 +12,074	+27%	+$639K	3.06%	10
2021 Q1	$2.37M	Buy	+45,546	New	+$2.47M	2.27%	13

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

Spectrum Wealth Advisory Group's ROBT Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 2,656 shares worth $149K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in ROBT as recently as Q4 2024.

Spectrum Wealth Advisory Group first reported a position in ROBT in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.55M in Q1 2022. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Spectrum Wealth Advisory Group held 2,656 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $149K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.04% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #83 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and has held it in 13 quarters since.
Spectrum Wealth Advisory Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.55M in Q1 2022.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.