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

Allied Private 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
2026 Q2	$29.3K	Buy	+530	New	+$28.2K	0.02%	325

Other funds holding ROBT

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return