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 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 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Steward Partners Investment Advisory's ROBT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.57% in Q1 2026, buying an estimated $918 and bringing the position to 3,163 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Steward Partners Investment Advisory first reported a position in ROBT in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2023. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Steward Partners Investment Advisory held 3,163 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $146K as of Q1 2026.
Steward Partners Investment Advisory bought 18 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $918.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2175 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 23 quarters since.
Steward Partners Investment Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.02M in Q2 2023.
170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.