KWM
ROBT icon

KFG Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

KFG Wealth 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
Q1 		$573K Buy
12,420
+2,831
+30% +$144K 0.07% 122
2025
Q4 		$497K Buy
9,589
+1,343
+16% +$71.7K 0.07% 138
2025
Q3 		$436K Buy
8,246
+924
+13% +$46.6K 0.06% 140
2025
Q2 		$354K Buy
7,322
+250
+4% +$10.8K 0.06% 148
2025
Q1 		$288K Buy
7,072
+185
+3% +$8.37K 0.05% 162
2024
Q4 		$310K Buy
6,887
+139
+2% +$6.31K 0.06% 139
2024
Q3 		$296K Buy
6,748
+461
+7% +$19.4K 0.06% 144
2024
Q2 		$266K Buy
6,287
+919
+17% +$39.4K 0.11% 132
2024
Q1 		$243K Buy
5,368
+954
+22% +$42.6K 0.1% 138
2023
Q4 		$201K Buy
+4,414
New +$181K 0.09% 130

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return