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

Toth Financial Advisory’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	$8.72K	Hold	155	–	–	﹤0.01%	599
2026 Q1	$7.16K	Hold	155	–	–	﹤0.01%	601
2025 Q4	$8.04K	Hold	155	–	–	﹤0.01%	578
2025 Q3	$8.2K	Hold	155	–	–	﹤0.01%	548
2025 Q2	$7.49K	Hold	155	–	–	﹤0.01%	518
2025 Q1	$6.3K	Hold	155	–	–	﹤0.01%	503
2024 Q4	$6.98K	Hold	155	–	–	﹤0.01%	483
2024 Q3	$6.79K	Hold	155	–	–	﹤0.01%	490
2024 Q2	$6.56K	Hold	155	–	–	﹤0.01%	500
2024 Q1	$7.01K	Hold	155	–	–	﹤0.01%	489
2023 Q4	$7.06K	Hold	155	–	–	﹤0.01%	491
2023 Q3	$6.28K	Buy	+155	New	+$6.75K	﹤0.01%	496

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

Toth Financial Advisory's ROBT Position: Q2 2026 in Review

Toth Financial Advisory held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 155 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Toth Financial Advisory first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Toth Financial Advisory held 155 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $8.72K as of Q2 2026.
Toth Financial Advisory 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 Toth Financial Advisory's portfolio in Q2 2026, its #599 holding.
Toth Financial Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.