U.S. Capital Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

U.S. Capital Wealth Advisors’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 Q4	–	Sell	-12,374	Closed	-$654K	–	1023
2025 Q3	$654K	Sell	12,374 -2,609	-17%	-$132K	0.02%	569
2025 Q2	$724K	Buy	14,983 +1,328	+10%	+$57.3K	0.02%	506
2025 Q1	$555K	Buy	13,655 +2,962	+28%	+$134K	0.02%	568
2024 Q4	$482K	Buy	+10,693	New	+$486K	0.01%	571

Other funds holding ROBT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

U.S. Capital Wealth Advisors's ROBT Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2025, closing a stake of 12,374 shares — an estimated $654K sold.

U.S. Capital Wealth Advisors first reported a position in ROBT in Q4 2024 and held it in 4 quarters. The position peaked at $724K in Q2 2025. 180 funds tracked by Wall St. Rank hold ROBT as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 12,374 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2025, an estimated $654K.
U.S. Capital Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 4 quarters.
U.S. Capital Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $724K in Q2 2025.
180 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.