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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Financial Group's ROBT Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 17% in Q2 2026, selling an estimated $110K and leaving 10,141 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #940.

Independent Financial Group first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $591K in Q4 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Independent Financial Group held 10,141 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $571K as of Q2 2026.
Independent Financial Group sold 2,067 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $110K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #940 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 12 quarters since.
Independent Financial Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $591K in Q4 2025.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.