Western Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Western Wealth 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	$430K	Sell	7,637 -15	-0.2%	-$799	0.01%	723
2026 Q1	$353K	Sell	7,652 -190	-2%	-$9.69K	0.01%	741
2025 Q4	$407K	Buy	7,842 +1,325	+20%	+$70.7K	0.02%	574
2025 Q3	$345K	Buy	6,517 +1,410	+28%	+$71.2K	0.02%	550
2025 Q2	$247K	Sell	5,107 -150	-3%	-$6.47K	0.01%	623
2025 Q1	$214K	Sell	5,257 -817	-13%	-$37K	0.01%	632
2024 Q4	$274K	Sell	6,074 -395	-6%	-$17.9K	0.01%	642
2024 Q3	$283K	Sell	6,469 -759	-11%	-$32K	0.02%	616
2024 Q2	$306K	Buy	7,228 +1,202	+20%	+$51.5K	0.02%	493
2024 Q1	$273K	Buy	6,026 +938	+18%	+$41.9K	0.02%	532
2023 Q4	$232K	Buy	+5,088	New	+$209K	0.02%	621
2022 Q2	–	Sell	-4,543	Closed	-$214K	–	840
2022 Q1	$214K	Buy	+4,543	New	+$219K	0.01%	774

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

Western Wealth Management's ROBT Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.2% in Q2 2026, selling an estimated $799 and leaving 7,637 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #723.

Western Wealth Management first reported a position in ROBT in Q1 2022 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Western Wealth Management held 7,637 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $430K as of Q2 2026.
Western Wealth Management sold 15 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $799.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #723 holding.
Western Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2022 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.