CoreCap Advisors
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
Q3 		$65.2K Buy
1,101
+21
+2% +$1.21K ﹤0.01% 1277
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

ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

CoreCap Advisors's ROBT Position: Q3 2026 in Review

CoreCap Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 1.9% in Q3 2026, buying an estimated $1.21K and bringing the position to 1,101 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

CoreCap Advisors first reported a position in ROBT in Q1 2024 and has held it in 11 quarters since. The position peaked at $144K in Q1 2024. 32 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • CoreCap Advisors held 1,101 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $65.2K as of Q3 2026.
  • CoreCap Advisors bought 21 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $1.21K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1277 holding.
  • CoreCap Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $144K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.