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

Summit 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
Q1 		$294K Sell
6,364
-170
-3% -$8.67K ﹤0.01% 1202
2025
Q4 		$339K Buy
6,534
+438
+7% +$23.4K 0.01% 1029
2025
Q3 		$322K Buy
+6,096
New +$308K ﹤0.01% 1036

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial's ROBT Position: Q1 2026 in Review

Summit Financial reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.6% in Q1 2026, selling an estimated $8.67K and leaving 6,364 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Summit Financial first reported a position in ROBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Summit Financial held 6,364 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $294K as of Q1 2026.
  • Summit Financial sold 170 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $8.67K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1202 holding.
  • Summit Financial first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $339K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.