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

Kestra Private Wealth 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
Q1 		$259K Buy
5,615
+98
+2% +$5K ﹤0.01% 1517
2025
Q4 		$286K Buy
5,517
+90
+2% +$4.8K ﹤0.01% 1446
2025
Q3 		$287K Buy
+5,427
New +$274K ﹤0.01% 1391
2024
Q1 		– Sell
-5,327
Closed -$243K – 1351
2023
Q4 		$243K Sell
5,327
-3,459
-39% -$142K 0.01% 1037
2023
Q3 		$356K Sell
8,786
-995
-10% -$43.3K 0.01% 787
2023
Q2 		$447K Buy
+9,781
New +$419K 0.02% 669
2022
Q2 		– Sell
-4,739
Closed -$224K – 994
2022
Q1 		$224K Sell
4,739
-864
-15% -$41.7K 0.01% 850
2021
Q4 		$309K Buy
5,603
+1,861
+50% +$103K 0.01% 754
2021
Q3 		$201K Buy
+3,742
New +$204K 0.01% 856

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