Pinnacle Associates’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Pinnacle 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 Q3	$314K	Buy	5,301 +751	+17%	+$43.2K	﹤0.01%	791
2026 Q2	$256K	Hold	4,550	–	–	﹤0.01%	857
2026 Q1	$210K	Hold	4,550	–	–	﹤0.01%	901
2025 Q4	$236K	Buy	+4,550	New	+$243K	﹤0.01%	862

Other funds holding ROBT

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Pinnacle Associates's ROBT Position: Q3 2026 in Review

Pinnacle Associates increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 17% in Q3 2026, buying an estimated $43.2K and bringing the position to 5,301 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Pinnacle Associates first reported a position in ROBT in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

Pinnacle Associates held 5,301 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $314K as of Q3 2026.
Pinnacle Associates bought 751 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $43.2K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #791 holding.
Pinnacle Associates first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.