TD Capital Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

TD Capital 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 Q2	$15.5K	Hold	275	–	–	﹤0.01%	402
2026 Q1	$12.7K	Hold	275	–	–	﹤0.01%	439
2025 Q4	$14.3K	Hold	275	–	–	﹤0.01%	403
2025 Q3	$14.5K	Hold	275	–	–	﹤0.01%	375
2025 Q2	$13.3K	Hold	275	–	–	﹤0.01%	380
2025 Q1	$11.2K	Hold	275	–	–	﹤0.01%	300
2024 Q4	$12.4K	Hold	275	–	–	﹤0.01%	273
2024 Q3	$12K	Hold	275	–	–	﹤0.01%	279
2024 Q2	$11.6K	Sell	275 -115	-29%	-$4.92K	﹤0.01%	270
2024 Q1	$17.6K	Buy	390 +67	+21%	+$2.99K	﹤0.01%	250
2023 Q4	$14.7K	Hold	323	–	–	﹤0.01%	261
2023 Q3	$13.1K	Buy	+323	New	+$14.1K	﹤0.01%	265

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TD Capital Management's ROBT Position: Q2 2026 in Review

TD Capital Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 275 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

TD Capital Management first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.6K in Q1 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

TD Capital Management held 275 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $15.5K as of Q2 2026.
TD Capital Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #402 holding.
TD Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
TD Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $17.6K in Q1 2024.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.