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

Winnow Wealth’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
Q3 		– Sell
-152
Closed -$7.34K – 640
2025
Q2 		$7.34K Buy
+152
New +$6.55K 0.01% 136

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winnow Wealth's ROBT Position: Q3 2025 in Review

Winnow Wealth sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2025, closing a stake of 152 shares — an estimated $7.34K sold.

Winnow Wealth first reported a position in ROBT in Q2 2025 and held it in 1 quarter. The position peaked at $7.34K in Q2 2025. 167 funds tracked by Wall St. Rank hold ROBT as of Q3 2025.

  • Winnow Wealth reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 152 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2025, an estimated $7.34K.
  • Winnow Wealth first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $7.34K in Q2 2025.
  • 167 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.