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

Triumph 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 		– Sell
-90
Closed -$4.15K – 1909
2026
Q1 		$4.15K Hold
90
– – ﹤0.01% 1369
2025
Q4 		$4.67K Buy
+90
New +$4.8K ﹤0.01% 1286

Other funds holding ROBT

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

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

Triumph Capital Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026, closing a stake of 90 shares — an estimated $4.15K sold.

Triumph Capital Management first reported a position in ROBT in Q4 2025 and held it in 2 quarters. The position peaked at $4.67K in Q4 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Triumph Capital Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 90 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $4.15K.
  • Triumph Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.67K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.