New England Capital Financial Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

New England Capital Financial 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 Q2	$60.6K	Buy	1,078 +1	+0.1%	+$53	0.01%	123
2026 Q1	$49.7K	Hold	1,077	–	–	0.01%	131
2025 Q4	$55.9K	Buy	1,077 +100	+10%	+$5.34K	0.02%	127
2025 Q3	$51.7K	Hold	977	–	–	0.02%	128
2025 Q2	$47.2K	Buy	977 +231	+31%	+$9.96K	0.02%	123
2025 Q1	$30.3K	Hold	746	–	–	0.02%	145
2024 Q4	$33.6K	Buy	746 +4	+0.5%	+$182	0.02%	139
2024 Q3	$32.5K	Hold	742	–	–	0.02%	143
2024 Q2	$31.4K	Buy	742 +1	+0.1%	+$43	0.02%	142
2024 Q1	$33.5K	Hold	741	–	–	0.02%	134
2023 Q4	$33.7K	Buy	741 +351	+90%	+$14.4K	0.02%	136
2023 Q3	$15.8K	Hold	390	–	–	0.01%	187
2023 Q2	$17.8K	Hold	390	–	–	0.01%	178
2023 Q1	$16.6K	Hold	390	–	–	0.01%	196
2022 Q4	$15.3K	Buy	+390	New	+$14.1K	0.01%	214

Other funds holding ROBT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

New England Capital Financial Advisors's ROBT Position: Q2 2026 in Review

New England Capital Financial Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.09% in Q2 2026, buying an estimated $53 and bringing the position to 1,078 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #123.

New England Capital Financial Advisors first reported a position in ROBT in Q4 2022 and has held it in 15 quarters since. 62 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

New England Capital Financial Advisors held 1,078 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $60.6K as of Q2 2026.
New England Capital Financial Advisors bought 1 First Trust Nasdaq Artificial Intelligence and Robotics ETF share in Q2 2026, an estimated $53.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #123 holding.
New England Capital Financial Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2022 and has held it in 15 quarters since.
62 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.