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 Q2	$237K	Sell	4,215 -1,400	-25%	-$74.6K	﹤0.01%	1602
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

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 22.9% 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 Private Wealth Services's ROBT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 25% in Q2 2026, selling an estimated $74.6K and leaving 4,215 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Kestra Private Wealth Services first reported a position in ROBT in Q3 2021 and has held it in 10 quarters since. The position peaked at $447K in Q2 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Kestra Private Wealth Services held 4,215 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $237K as of Q2 2026.
Kestra Private Wealth Services sold 1,400 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $74.6K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1602 holding.
Kestra Private Wealth Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2021 and has held it in 10 quarters since.
Kestra Private Wealth Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $447K in Q2 2023.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

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