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Capital Investment Advisory Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Capital Investment Advisory Services’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 		$1.77M Sell
31,519
-151
-0.5% -$8.05K 0.11% 199
2026
Q1 		$1.46M Buy
31,670
+2,177
+7% +$111K 0.11% 191
2025
Q4 		$1.53M Buy
29,493
+13,755
+87% +$734K 0.11% 186
2025
Q3 		$832K Buy
15,738
+1,926
+14% +$97.2K 0.07% 274
2025
Q2 		$667K Buy
13,812
+2,865
+26% +$124K 0.05% 290
2025
Q1 		$445K Buy
10,947
+3,213
+42% +$145K 0.04% 348
2024
Q4 		$348K Buy
7,734
+876
+13% +$39.8K 0.03% 366
2024
Q3 		$300K Sell
6,858
-295
-4% -$12.4K 0.03% 408
2024
Q2 		$303K Buy
7,153
+375
+6% +$16.1K 0.03% 392
2024
Q1 		$307K Sell
6,778
-27
-0.4% -$1.21K 0.03% 396
2023
Q4 		$310K Buy
6,805
+329
+5% +$13.5K 0.03% 393
2023
Q3 		$262K Buy
6,476
+165
+3% +$7.18K 0.03% 405
2023
Q2 		$288K Buy
6,311
+12
+0.2% +$513 0.03% 375
2023
Q1 		$269K Sell
6,299
-125
-2% -$5.05K 0.03% 389
2022
Q4 		$229K Sell
6,424
-116
-2% -$4.19K 0.03% 426
2022
Q3 		$220K Hold
6,540
– – 0.03% 410
2022
Q2 		$243K Hold
6,540
– – 0.03% 408
2022
Q1 		$309K Sell
6,540
-224
-3% -$10.8K 0.03% 380
2021
Q4 		$373K Hold
6,764
– – 0.04% 335
2021
Q3 		$363K Hold
6,764
– – 0.05% 328
2021
Q2 		$367K Sell
6,764
-170
-2% -$8.99K 0.05% 332
2021
Q1 		$361K Sell
6,934
-500
-7% -$27.1K 0.05% 302
2020
Q4 		$373K Hold
7,434
– – 0.06% 291
2020
Q3 		$289K Buy
7,434
+1,099
+17% +$41.9K 0.05% 278
2020
Q2 		$228K Hold
6,335
– – 0.05% 291
2020
Q1 		$172K Buy
6,335
+600
+10% +$19.6K 0.04% 298
2019
Q4 		$197K Buy
5,735
+3,082
+116% +$101K 0.05% 295
2019
Q3 		$84K Buy
+2,653
New +$85.7K 0.02% 435

Other funds holding ROBT

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Capital Investment Advisory Services's ROBT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.48% in Q2 2026, selling an estimated $8.05K and leaving 31,519 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #199.

Capital Investment Advisory Services first reported a position in ROBT in Q3 2019 and has held it in 28 quarters since. 42 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Capital Investment Advisory Services held 31,519 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.77M as of Q2 2026.
  • Capital Investment Advisory Services sold 151 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $8.05K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #199 holding.
  • Capital Investment Advisory Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2019 and has held it in 28 quarters since.
  • 42 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.