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ROBT icon

Sunbelt Securities’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Sunbelt Securities’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 		$292K Buy
6,317
+4,430
+235% +$226K 0.02% 533
2025
Q4 		$97.9K Hold
1,887
– – 0.01% 829
2025
Q3 		$99.8K Sell
1,887
-250
-12% -$12.6K 0.01% 823
2025
Q2 		$96.3K Hold
2,137
– – 0.01% 770
2025
Q1 		$86.9K Hold
2,137
– – 0.01% 766
2024
Q4 		$96.5K Hold
2,137
– – 0.01% 770
2024
Q3 		$93.6K Hold
2,137
– – 0.01% 777
2024
Q2 		$90.5K Hold
2,137
– – 0.01% 756
2024
Q1 		$96.7K Buy
2,137
+285
+15% +$12.7K 0.01% 719
2023
Q4 		$84.3K Hold
1,852
– – 0.01% 713
2023
Q3 		$75K Buy
+1,852
New +$80.6K 0.01% 716

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
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sunbelt Securities's ROBT Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 235% in Q1 2026, buying an estimated $226K and bringing the position to 6,317 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #533.

Sunbelt Securities first reported a position in ROBT in Q3 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Sunbelt Securities held 6,317 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $292K as of Q1 2026.
  • Sunbelt Securities bought 4,430 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $226K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #533 holding.
  • Sunbelt Securities first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.