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Upturn AI Summary
First Trust Nasdaq Artificial Intelligence and Robotics ETF(ROBT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ROBT
10/28/2026: ROBT (2-star) is currently NOT-A-BUY. Pass it for now.
The First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) provides focused exposure to the global robotics and AI ecosystem through a rules-based Nasdaq index. Its main strengths include a structured, transparent approach to selecting companies across the technology value chain, from software developers to hardware manufacturers. It serves well as a long-term thematic satellite in a growth-oriented portfolio. However, investors must be prepared for high volatility and concentration risk, as the fund is susceptible to broader tech sector downturns and changes in interest rate environments. It is best suited for growth investors with a long time horizon who can monitor sector-specific regulatory and valuation risks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund aligns perfectly with growth-oriented strategies seeking exposure to the high-growth AI and automation industries. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors can utilize this fund to capture broad strength in AI-adjacent technology stocks during market uptrends. |
| Value investor | Weak fit | The thematic focus on high-growth, high-multiple technology stocks rarely meets the traditional criteria of value investing. |
| Dividend/Income investor | Weak fit | This fund is designed for capital appreciation and typically offers negligible yield, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The high sector concentration and inherent volatility of technology stocks present significant risk for conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, growth-oriented participant who is comfortable with high volatility and believes in the multi-decade secular growth potential of AI and robotics.
Suitability
ROBT is best suited for long-term investors looking to add a thematic satellite position to a broader core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-focused thematic funds are subject to rapid price swings based on market sentiment. |
| Market risk | Medium / high | Broader market downturns tend to disproportionately impact high-beta thematic technology ETFs. |
| Concentration | Medium / high | The fund is heavily concentrated in the technology and industrials sectors, limiting geographic and industry diversification. |
| Tracking/expense | Low | The expense ratio is standard for the category, and index tracking remains consistent. |
| Liquidity | Medium | While sufficiently liquid for most, smaller thematic funds can experience wider spreads during market stress. |
| Business/sector quality | Medium | The success of the fund depends on the continued growth and commercial viability of the underlying robotics and AI companies. |
Risk Analysis
Volatility
ROBT generally exhibits higher-than-market volatility, reflecting the high-beta nature of the companies that make up the AI and robotics industry.
Market Risk
The fund is highly sensitive to the systematic risks impacting the technology and industrial sectors, including rate-driven valuation shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Software and Technology Services | 45 | This segment includes the core companies developing the algorithms and infrastructure that power artificial intelligence models. |
| Industry | Industrial Automation and Robotics | 35 | This exposure captures hardware-focused companies involved in physical robotics, manufacturing automation, and supply chain efficiency. |
| Industry | Semiconductors and Hardware Components | 15 | These holdings provide the essential computational power and specialized chips required to run advanced robotic and AI systems. |
| Cash/collateral | Cash and Equivalents | 5 | A small portion of the fund is held in cash to manage daily liquidity requirements and fund rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -2.49% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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