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

Whipplewood 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
Q2 		– Sell
-150
Closed -$91.9K – 1257
2025
Q1 		$91.9K Sell
150
-2,110
-93% -$95.5K 0.05% 232
2024
Q4 		$102K Buy
+2,260
New +$103K 0.06% 230

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whipplewood Advisors's ROBT Position: Q2 2025 in Review

Whipplewood Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2025, closing a stake of 150 shares — an estimated $91.9K sold.

Whipplewood Advisors first reported a position in ROBT in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q4 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Whipplewood Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 150 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $91.9K.
  • Whipplewood Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $102K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.