KA
ROBT icon

Kovack Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Kovack Advisors’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 		$680K Buy
14,542
+1,500
+12% +$76.5K 0.04% 497
2025
Q4 		$676K Buy
13,042
+3,615
+38% +$193K 0.03% 490
2025
Q3 		$499K Sell
9,427
-800
-8% -$40.4K 0.05% 328
2025
Q2 		$494K Buy
10,227
+35
+0.3% +$1.51K 0.05% 333
2025
Q1 		$414K Buy
10,192
+3,750
+58% +$170K 0.04% 349
2024
Q4 		$290K Buy
6,442
+486
+8% +$22.1K 0.03% 458
2024
Q3 		$261K Sell
5,956
-373
-6% -$15.7K 0.03% 478
2024
Q2 		$268K Buy
+6,329
New +$271K 0.03% 446
2019
Q3 		– Sell
-9,841
Closed -$326K – 533
2019
Q2 		$326K Buy
9,841
+1,500
+18% +$48.8K 0.07% 291
2019
Q1 		$266K Sell
8,341
-554
-6% -$16.5K 0.07% 315
2018
Q4 		$229K Sell
8,895
-527
-6% -$14.8K 0.07% 316
2018
Q3 		$304K Buy
+9,422
New +$294K 0.08% 291

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