SWP
ROBT icon

Stratos Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Stratos Wealth Partners’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 		$842K Buy
18,234
+704
+4% +$35.9K 0.01% 864
2025
Q4 		$909K Buy
17,530
+5,945
+51% +$317K 0.01% 808
2025
Q3 		$613K Buy
11,585
+3,500
+43% +$177K 0.01% 936
2025
Q2 		$391K Buy
8,085
+377
+5% +$16.3K 0.01% 1030
2025
Q1 		$313K Buy
7,708
+2,048
+36% +$92.7K ﹤0.01% 1067
2024
Q4 		$255K Sell
5,660
-335
-6% -$15.2K ﹤0.01% 1225
2024
Q3 		$263K Buy
+5,995
New +$253K ﹤0.01% 1216
2018
Q4 		– Sell
-600
Closed -$19K – 2151
2018
Q3 		$19K Buy
+600
New +$18.7K ﹤0.01% 1906
2018
Q2 		– Sell
-500
Closed -$15K – 2239
2018
Q1 		$15K Buy
+500
New +$15.2K ﹤0.01% 2137

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return