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ROBT icon

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

CoreCap 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 		$60.8K Hold
1,080
– – ﹤0.01% 1324
2026
Q1 		$49.9K Buy
1,080
+15
+1% +$765 ﹤0.01% 1313
2025
Q4 		$55.2K Sell
1,065
-1,257
-54% -$67.1K ﹤0.01% 1278
2025
Q3 		$123K Buy
2,322
+101
+5% +$5.1K ﹤0.01% 958
2025
Q2 		$107K Sell
2,221
-928
-29% -$40K ﹤0.01% 959
2025
Q1 		$128K Buy
3,149
+1,399
+80% +$63.3K 0.01% 818
2024
Q4 		$78.8K Sell
1,750
-163
-9% -$7.4K ﹤0.01% 1012
2024
Q3 		$83.8K Sell
1,913
-727
-28% -$30.6K ﹤0.01% 989
2024
Q2 		$112K Sell
2,640
-533
-17% -$22.8K 0.01% 472
2024
Q1 		$144K Buy
+3,173
New +$142K 0.01% 717

Other funds holding ROBT

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return