Kingsview Wealth Management
ROBT icon

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

Kingsview 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
Q3 		$341K Buy
5,760
+494
+9% +$28.4K ﹤0.01% 1123
2026
Q2 		$296K Buy
5,266
+845
+19% +$45K ﹤0.01% 1203
2026
Q1 		$204K Buy
+4,421
New +$225K ﹤0.01% 1253
2023
Q4 		– Sell
-23,875
Closed -$967K – 1016
2023
Q3 		$967K Buy
+23,875
New +$1.04M 0.03% 445

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Kingsview Wealth Management's ROBT Position: Q3 2026 in Review

Kingsview Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 9.4% in Q3 2026, buying an estimated $28.4K and bringing the position to 5,760 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Kingsview Wealth Management first reported a position in ROBT in Q3 2023 and has held it in 4 quarters since. The position peaked at $967K in Q3 2023. 157 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Kingsview Wealth Management held 5,760 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $341K as of Q3 2026.
  • Kingsview Wealth Management bought 494 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $28.4K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1123 holding.
  • Kingsview Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 4 quarters since.
  • Kingsview Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $967K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.