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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
Q2 		$752K Buy
13,370
+950
+8% +$50.6K 0.08% 107
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFG Wealth Management's ROBT Position: Q2 2026 in Review

KFG Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 7.6% in Q2 2026, buying an estimated $50.6K and bringing the position to 13,370 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #107.

KFG Wealth Management first reported a position in ROBT in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • KFG Wealth Management held 13,370 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $752K as of Q2 2026.
  • KFG Wealth Management bought 950 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $50.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.08% of KFG Wealth Management's portfolio in Q2 2026, its #107 holding.
  • KFG Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2023 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.