Stone House Investment Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Stone House Investment Management’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	–	Sell	-120	Closed	-$6.22K	–	1143
2025 Q4	$6.22K	Hold	120	–	–	﹤0.01%	390
2025 Q3	$6.35K	Buy	+120	New	+$6.06K	﹤0.01%	335
2023 Q4	–	Sell	-60	Closed	-$2.44K	–	362
2023 Q3	$2.44K	Hold	60	–	–	﹤0.01%	251
2023 Q2	$2.75K	Hold	60	–	–	﹤0.01%	242
2023 Q1	$2.56K	Buy	+60	New	+$2.42K	﹤0.01%	235

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

Stone House Investment Management's ROBT Position: Q1 2026 in Review

Stone House Investment Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 120 shares — an estimated $6.22K sold.

Stone House Investment Management first reported a position in ROBT in Q1 2023 and held it in 5 quarters. The position peaked at $6.35K in Q3 2025. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Stone House Investment Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
Stone House Investment Management sold 120 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $6.22K.
Stone House Investment Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and held it in 5 quarters.
Stone House Investment Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $6.35K in Q3 2025.
170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.