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ROBT icon

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

Tidemark’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
2025
Q2 		– Sell
-530
Closed -$21.6K – 744
2025
Q1 		$21.6K Hold
530
– – 0.01% 334
2024
Q4 		$23.9K Hold
530
– – 0.01% 330
2024
Q3 		$23.2K Hold
530
– – 0.01% 313
2024
Q2 		$22.4K Sell
530
-319
-38% -$13.7K 0.01% 306
2024
Q1 		$38.4K Buy
849
+197
+30% +$8.79K 0.02% 269
2023
Q4 		$29.7K Buy
+652
New +$26.8K 0.02% 284

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tidemark's ROBT Position: Q2 2025 in Review

Tidemark sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2025, closing a stake of 530 shares — an estimated $21.6K sold.

Tidemark first reported a position in ROBT in Q4 2023 and held it in 6 quarters. The position peaked at $38.4K in Q1 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Tidemark reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 530 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $21.6K.
  • Tidemark first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2023 and held it in 6 quarters.
  • Tidemark's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $38.4K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.