Stifel Financial
ROBT icon

Stifel Financial’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Stifel Financial’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 		$5.12M Buy
91,075
+1,714
+2% +$91.4K ﹤0.01% 1394
2026
Q1 		$4.12M Sell
89,361
-11,770
-12% -$600K ﹤0.01% 1467
2025
Q4 		$5.25M Sell
101,131
-657
-0.6% -$35.1K ﹤0.01% 1302
2025
Q3 		$5.38M Buy
101,788
+8,888
+10% +$449K ﹤0.01% 1261
2025
Q2 		$4.49M Buy
92,900
+29,697
+47% +$1.28M ﹤0.01% 1306
2025
Q1 		$2.57M Buy
63,203
+4,439
+8% +$201K ﹤0.01% 1588
2024
Q4 		$2.65M Sell
58,764
-23,316
-28% -$1.06M ﹤0.01% 1592
2024
Q3 		$3.59M Sell
82,080
-8,753
-10% -$369K ﹤0.01% 1393
2024
Q2 		$3.85M Buy
90,833
+4,881
+6% +$209K ﹤0.01% 1286
2024
Q1 		$3.89M Buy
85,952
+3,740
+5% +$167K ﹤0.01% 1298
2023
Q4 		$3.74M Buy
82,212
+6,720
+9% +$276K ﹤0.01% 1269
2023
Q3 		$3.06M Buy
75,492
+33,505
+80% +$1.46M ﹤0.01% 1318
2023
Q2 		$1.92M Buy
41,987
+24,240
+137% +$1.04M ﹤0.01% 1657
2023
Q1 		$757K Buy
17,747
+2,715
+18% +$110K ﹤0.01% 2248
2022
Q4 		$537K Sell
15,032
-17
-0.1% -$615 ﹤0.01% 2429
2022
Q3 		$507K Sell
15,049
-4,658
-24% -$180K ﹤0.01% 2421
2022
Q2 		$732K Sell
19,707
-9,091
-32% -$373K ﹤0.01% 2225
2022
Q1 		$1.36M Sell
28,798
-7,646
-21% -$369K ﹤0.01% 1899
2021
Q4 		$2.01M Buy
36,444
+1,198
+3% +$66K ﹤0.01% 1611
2021
Q3 		$1.89M Buy
35,246
+790
+2% +$43.1K ﹤0.01% 1615
2021
Q2 		$1.87M Buy
34,456
+4,220
+14% +$223K ﹤0.01% 1651
2021
Q1 		$1.57M Buy
30,236
+9,372
+45% +$508K ﹤0.01% 1666
2020
Q4 		$1.05M Buy
20,864
+488
+2% +$21.6K ﹤0.01% 1810
2020
Q3 		$793K Buy
20,376
+3,771
+23% +$144K ﹤0.01% 1791
2020
Q2 		$598K Buy
16,605
+2,637
+19% +$85.3K ﹤0.01% 1918
2020
Q1 		$381K Buy
13,968
+150
+1% +$4.89K ﹤0.01% 2032
2019
Q4 		$473K Sell
13,818
-824
-6% -$27K ﹤0.01% 2294
2019
Q3 		$462K Sell
14,642
-2,934
-17% -$94.8K ﹤0.01% 2214
2019
Q2 		$577K Buy
+17,576
New +$572K ﹤0.01% 2138

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 22.96% 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

Stifel Financial's ROBT Position: Q2 2026 in Review

Stifel Financial increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 1.9% in Q2 2026, buying an estimated $91.4K and bringing the position to 91,075 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Stifel Financial first reported a position in ROBT in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.38M in Q3 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Stifel Financial held 91,075 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $5.12M as of Q2 2026.
  • Stifel Financial bought 1,714 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $91.4K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1394 holding.
  • Stifel Financial first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2019 and has held it in 29 quarters since.
  • Stifel Financial's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $5.38M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.