Kestra Advisory Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Kestra Advisory Services’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	$2.69M	Sell	47,731 -15,032	-24%	-$801K	0.01%	1175
2026 Q1	$2.9M	Buy	62,763 +4,579	+8%	+$234K	0.01%	1082
2025 Q4	$3.02M	Buy	58,184 +9,712	+20%	+$518K	0.01%	986
2025 Q3	$2.56M	Sell	48,472 -330	-0.7%	-$16.7K	0.01%	1021
2025 Q2	$2.36M	Buy	48,802 +8,520	+21%	+$367K	0.01%	1001
2025 Q1	$1.64M	Sell	40,282 -2,178	-5%	-$98.6K	0.01%	1085
2024 Q4	$1.91M	Buy	42,460 +4,585	+12%	+$208K	0.01%	1026
2024 Q3	$1.66M	Sell	37,875 -5,924	-14%	-$250K	0.01%	1056
2024 Q2	$1.85M	Buy	43,799 +20,048	+84%	+$858K	0.01%	999
2024 Q1	$1.07M	Buy	23,751 +6,398	+37%	+$285K	0.01%	1190
2023 Q4	$790K	Sell	17,353 -27,696	-61%	-$1.14M	0.01%	1246
2023 Q3	$1.82M	Buy	45,049 +4,672	+12%	+$203K	0.02%	725
2023 Q2	$1.84M	Buy	40,377 +26,499	+191%	+$1.13M	0.02%	702
2023 Q1	$592K	Sell	13,878 -880	-6%	-$35.6K	0.01%	1193
2022 Q4	$527K	Sell	14,758 -2,964	-17%	-$107K	﹤0.01%	1381
2022 Q3	$597K	Buy	17,722 +1,432	+9%	+$55.4K	0.01%	1222
2022 Q2	$605K	Sell	16,290 -13,706	-46%	-$562K	0.01%	1211
2022 Q1	$1.42M	Sell	29,996 -48,276	-62%	-$2.33M	0.01%	807
2021 Q4	$4.31M	Buy	78,272 +1,925	+3%	+$106K	0.04%	414
2021 Q3	$4.1M	Buy	76,347 +48,760	+177%	+$2.66M	0.04%	456
2021 Q2	$1.5M	Buy	27,587 +4,916	+22%	+$260K	0.02%	761
2021 Q1	$1.18M	Sell	22,671 -1,806	-7%	-$97.9K	0.02%	795
2020 Q4	$1.23M	Buy	24,477 +3,357	+16%	+$149K	0.01%	765
2020 Q3	$811K	Buy	+21,120	New	+$805K	0.02%	693

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

Kestra Advisory Services's ROBT Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 24% in Q2 2026, selling an estimated $801K and leaving 47,731 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #1175.

Kestra Advisory Services first reported a position in ROBT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.31M in Q4 2021. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Kestra Advisory Services held 47,731 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $2.69M as of Q2 2026.
Kestra Advisory Services sold 15,032 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $801K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1175 holding.
Kestra Advisory Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.31M in Q4 2021.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.