Larson Financial Group
ROBT icon

Larson Financial Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Larson Financial Group’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 		$23.4K Hold
395
– – ﹤0.01% 2014
2026
Q2 		$22.2K Sell
395
-5
-1% -$266 ﹤0.01% 1951
2026
Q1 		$18.5K Buy
400
+230
+135% +$11.7K ﹤0.01% 1888
2025
Q4 		$8.82K Hold
170
– – ﹤0.01% 2186
2025
Q3 		$8.99K Hold
170
– – ﹤0.01% 2067
2025
Q2 		$8.21K Hold
170
– – ﹤0.01% 1906
2025
Q1 		$6.91K Hold
170
– – ﹤0.01% 1772
2024
Q4 		$7.66K Hold
170
– – ﹤0.01% 1563
2024
Q3 		$7.44K Hold
170
– – ﹤0.01% 1585
2024
Q2 		$7.2K Buy
170
+120
+240% +$5.14K ﹤0.01% 1354
2024
Q1 		$2.26K Hold
50
– – ﹤0.01% 1347
2023
Q4 		$2.28K Sell
50
-105
-68% -$4.31K ﹤0.01% 1350
2023
Q3 		$6.28K Buy
155
+5
+3% +$218 ﹤0.01% 1119
2023
Q2 		$6.85K Hold
150
– – ﹤0.01% 1031
2023
Q1 		$6.4K Hold
150
– – ﹤0.01% 1032
2022
Q4 		$5.36K Hold
150
– – ﹤0.01% 1008
2022
Q3 		$5K Hold
150
– – ﹤0.01% 969
2022
Q2 		$6K Hold
150
– – ﹤0.01% 839
2022
Q1 		$7K Hold
150
– – ﹤0.01% 743
2021
Q4 		$8K Buy
+150
New +$8.26K ﹤0.01% 738

Other funds holding ROBT

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Osaic Holdings
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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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Larson Financial Group's ROBT Position: Q3 2026 in Review

Larson Financial Group held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q3 2026 at 395 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Larson Financial Group first reported a position in ROBT in Q4 2021 and has held it in 20 quarters since. 129 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Larson Financial Group held 395 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $23.4K as of Q3 2026.
  • Larson Financial Group left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q3 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2014 holding.
  • Larson Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and has held it in 20 quarters since.
  • 129 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.