Kraft Davis & Associates’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Kraft Davis & Associates’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	$333K	Hold	6,061	–	–	0.07%	115
2026 Q1	$312K	Hold	6,061	–	–	0.07%	116
2025 Q4	$333K	Buy	6,061 +55	+0.9%	+$2.94K	0.07%	117
2025 Q3	$335K	Hold	6,006	–	–	0.08%	111
2025 Q2	$307K	Hold	6,006	–	–	0.08%	112
2025 Q1	$229K	Sell	6,006 -845	-12%	-$38.2K	0.07%	117
2024 Q4	$328K	Buy	+6,851	New	+$311K	0.09%	95

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Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return