Steward Partners Investment Advisory
ROBT icon

Steward Partners Investment Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Steward Partners Investment Advisory’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 		$206K Buy
3,670
+507
+16% +$27K ﹤0.01% 2209
2026
Q1 		$146K Buy
3,163
+18
+0.6% +$918 ﹤0.01% 2175
2025
Q4 		$163K Buy
3,145
+400
+15% +$21.3K ﹤0.01% 2017
2025
Q3 		$145K Sell
2,745
-60
-2% -$3.03K ﹤0.01% 2030
2025
Q2 		$135K Sell
2,805
-337
-11% -$14.5K ﹤0.01% 1944
2025
Q1 		$128K Hold
3,142
– – ﹤0.01% 1878
2024
Q4 		$142K Sell
3,142
-63
-2% -$2.86K ﹤0.01% 1798
2024
Q3 		$140K Sell
3,205
-384
-11% -$16.2K ﹤0.01% 1706
2024
Q2 		$152K Sell
3,589
-575
-14% -$24.6K ﹤0.01% 1578
2024
Q1 		$188K Sell
4,164
-13,688
-77% -$611K ﹤0.01% 1462
2023
Q4 		$813K Sell
17,852
-657
-4% -$27K 0.01% 799
2023
Q3 		$750K Sell
18,509
-3,745
-17% -$163K 0.01% 775
2023
Q2 		$1.02M Buy
22,254
+18,961
+576% +$811K 0.02% 686
2023
Q1 		$140K Buy
3,293
+2,459
+295% +$99.4K ﹤0.01% 1436
2022
Q4 		$29.8K Sell
834
-394
-32% -$14.2K ﹤0.01% 2053
2022
Q3 		$41K Sell
1,228
-1,000
-45% -$38.7K ﹤0.01% 1885
2022
Q2 		$83K Sell
2,228
-700
-24% -$28.7K ﹤0.01% 1572
2022
Q1 		$138K Sell
2,928
-91
-3% -$4.39K ﹤0.01% 1461
2021
Q4 		$166K Hold
3,019
– – ﹤0.01% 1387
2021
Q3 		$162K Buy
3,019
+118
+4% +$6.44K ﹤0.01% 1355
2021
Q2 		$157K Sell
2,901
-3,224
-53% -$171K ﹤0.01% 1727
2021
Q1 		$319K Buy
6,125
+3,725
+155% +$202K 0.01% 1066
2020
Q4 		$120K Hold
2,400
– – ﹤0.01% 1294
2020
Q3 		$93K Buy
+2,400
New +$91.5K ﹤0.01% 1252

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Steward Partners Investment Advisory's ROBT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 16% in Q2 2026, buying an estimated $27K and bringing the position to 3,670 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Steward Partners Investment Advisory first reported a position in ROBT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q2 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Steward Partners Investment Advisory held 3,670 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $206K as of Q2 2026.
  • Steward Partners Investment Advisory bought 507 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $27K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2209 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.02M in Q2 2023.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.