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Concurrent Investment Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Concurrent Investment Advisors’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 		$1.29M Buy
22,862
+3,064
+15% +$163K 0.01% 894
2026
Q1 		$914K Buy
19,798
+2,378
+14% +$121K 0.01% 911
2025
Q4 		$904K Buy
17,420
+13,417
+335% +$716K 0.01% 880
2025
Q3 		$212K Buy
+4,003
New +$202K ﹤0.01% 1332

Other funds holding ROBT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Concurrent Investment Advisors's ROBT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 15% in Q2 2026, buying an estimated $163K and bringing the position to 22,862 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #894.

Concurrent Investment Advisors first reported a position in ROBT in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Concurrent Investment Advisors held 22,862 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.29M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,064 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $163K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #894 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.