JCFM
ROBT icon

JBR Co Financial Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

JBR Co Financial Management’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 		$259K Buy
4,598
+37
+0.8% +$1.97K 0.09% 121
2026
Q1 		$237K Hold
4,561
– – 0.1% 108
2025
Q4 		$237K Hold
4,561
– – 0.1% 108
2025
Q3 		$241K Buy
+4,561
New +$230K 0.1% 108

Other funds holding ROBT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

JBR Co Financial Management's ROBT Position: Q2 2026 in Review

JBR Co Financial Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.81% in Q2 2026, buying an estimated $1.97K and bringing the position to 4,598 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #121.

JBR Co Financial Management first reported a position in ROBT in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • JBR Co Financial Management held 4,598 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $259K as of Q2 2026.
  • JBR Co Financial Management bought 37 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.97K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.09% of JBR Co Financial Management's portfolio in Q2 2026, its #121 holding.
  • JBR Co Financial Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.