IFP Advisors
ROBT icon

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

IFP 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 		$80.5K Sell
1,359
-93
-6% -$5.35K ﹤0.01% 2101
2026
Q2 		$81.7K Hold
1,452
– – ﹤0.01% 2109
2026
Q1 		$67K Buy
1,452
+2
+0.1% +$102 ﹤0.01% 2091
2025
Q4 		$75.2K Buy
1,450
+18
+1% +$961 ﹤0.01% 1970
2025
Q3 		$75.7K Sell
1,432
-119
-8% -$6.01K ﹤0.01% 1855
2025
Q2 		$74.9K Buy
1,551
+794
+105% +$34.2K ﹤0.01% 1821
2025
Q1 		$30.8K Sell
757
-53
-7% -$2.4K ﹤0.01% 2102
2024
Q4 		$36.5K Buy
810
+43
+6% +$1.95K ﹤0.01% 1979
2024
Q3 		$33.6K Buy
767
+170
+28% +$7.16K ﹤0.01% 1901
2024
Q2 		$25.3K Sell
597
-915
-61% -$39.2K ﹤0.01% 1975
2024
Q1 		$68.4K Sell
1,512
-632
-29% -$28.2K ﹤0.01% 1463
2023
Q4 		$97.6K Sell
2,144
-375
-15% -$15.4K ﹤0.01% 1252
2023
Q3 		$102K Sell
2,519
-89
-3% -$3.88K ﹤0.01% 1243
2023
Q2 		$119K Sell
2,608
-2,458
-49% -$105K 0.01% 1239
2023
Q1 		$143K Sell
5,066
-3,499
-41% -$141K 0.01% 1083
2022
Q4 		$243K Sell
8,565
-2,322
-21% -$83.9K 0.01% 1257
2022
Q3 		$310K Buy
10,887
+286
+3% +$11.1K 0.01% 1176
2022
Q2 		$301K Hold
10,601
– – 0.01% 1072
2022
Q1 		$301K Buy
10,601
+2,352
+29% +$113K 0.01% 1072
2021
Q4 		$459K Buy
8,249
+969
+13% +$53.4K 0.01% 627
2021
Q3 		$395K Buy
7,280
+504
+7% +$27.5K 0.01% 667
2021
Q2 		$370K Buy
6,776
+699
+12% +$37K 0.01% 647
2021
Q1 		$321K Buy
6,077
+235
+4% +$12.7K 0.01% 660
2020
Q4 		$291K Buy
5,842
+240
+4% +$10.6K 0.01% 667
2020
Q3 		$219K Sell
5,602
-67
-1% -$2.55K 0.01% 677
2020
Q2 		$204K Buy
5,669
+1,550
+38% +$50.1K 0.02% 660
2020
Q1 		$112K Buy
4,119
+328
+9% +$10.7K 0.01% 782
2019
Q4 		$130K Buy
3,791
+339
+10% +$11.1K 0.01% 817
2019
Q3 		$111K Buy
+3,452
New +$111K 0.01% 1010
2019
Q1 		– Sell
-1,695
Closed -$43K – 3216
2018
Q4 		$43K Hold
1,695
– – ﹤0.01% 1695
2018
Q3 		$55K Hold
1,695
– – ﹤0.01% 1841
2018
Q2 		$50K Buy
+1,695
New +$50.3K ﹤0.01% 1911

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 33.52% 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

IFP Advisors's ROBT Position: Q3 2026 in Review

IFP Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 6.4% in Q3 2026, selling an estimated $5.35K and leaving 1,359 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

IFP Advisors first reported a position in ROBT in Q2 2018 and has held it in 32 quarters since. The position peaked at $459K in Q4 2021. 27 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • IFP Advisors held 1,359 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $80.5K as of Q3 2026.
  • IFP Advisors sold 93 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $5.35K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2101 holding.
  • IFP Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2018 and has held it in 32 quarters since.
  • IFP Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $459K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.