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ROBT icon

Independent Financial Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Independent Financial Group’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 		$688K Buy
11,623
+1,482
+15% +$85.2K 0.01% 850
2026
Q2 		$571K Sell
10,141
-2,067
-17% -$110K 0.01% 940
2026
Q1 		$564K Buy
12,208
+808
+7% +$41.2K 0.01% 876
2025
Q4 		$591K Buy
11,400
+2,547
+29% +$136K 0.01% 820
2025
Q3 		$468K Buy
8,853
+2,384
+37% +$120K 0.01% 886
2025
Q2 		$312K Buy
6,469
+633
+11% +$27.3K 0.01% 1012
2025
Q1 		$237K Sell
5,836
-105
-2% -$4.75K 0.01% 1033
2024
Q4 		$268K Sell
5,941
-100
-2% -$4.54K 0.01% 944
2024
Q3 		$265K Sell
6,041
-300
-5% -$12.6K 0.01% 926
2024
Q2 		$268K Sell
6,341
-29
-0.5% -$1.24K 0.01% 882
2024
Q1 		$288K Buy
6,370
+531
+9% +$23.7K 0.01% 802
2023
Q4 		$266K Sell
5,839
-470
-7% -$19.3K 0.01% 771
2023
Q3 		$256K Buy
+6,309
New +$275K 0.02% 733

Other funds holding ROBT

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's ROBT Position: Q3 2026 in Review

Independent Financial Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 15% in Q3 2026, buying an estimated $85.2K and bringing the position to 11,623 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #850.

Independent Financial Group first reported a position in ROBT in Q3 2023 and has held it in 13 quarters since. 9 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Independent Financial Group held 11,623 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $688K as of Q3 2026.
  • Independent Financial Group bought 1,482 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $85.2K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #850 holding.
  • Independent Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 13 quarters since.
  • 9 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.