Avestar Capital’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Avestar Capital’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 Q3	–	Sell	-37,400	Closed	-$2.1M	–	586
2026 Q2	$2.1M	Hold	37,400	–	–	0.12%	137
2026 Q1	$1.73M	Hold	37,400	–	–	0.11%	143
2025 Q4	$1.94M	Hold	37,400	–	–	0.13%	129
2025 Q3	$1.98M	Buy	+37,400	New	+$1.89M	0.13%	134

Other funds holding ROBT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Avestar Capital's ROBT Position: Q3 2026 in Review

Avestar Capital sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2026, closing a stake of 37,400 shares — an estimated $2.1M sold.

Avestar Capital first reported a position in ROBT in Q3 2025 and held it in 4 quarters. The position peaked at $2.1M in Q2 2026. 59 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

Avestar Capital reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 37,400 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $2.1M.
Avestar Capital first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and held it in 4 quarters.
Avestar Capital's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.1M in Q2 2026.
59 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.