Proactive Wealth Strategies’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Proactive Wealth Strategies’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	$429K	Sell	7,242 -2,624	-27%	-$151K	0.07%	159
2026 Q2	$555K	Sell	9,866 -300	-3%	-$16K	0.09%	143
2026 Q1	$469K	Buy	10,166 +4,833	+91%	+$246K	0.09%	146
2025 Q4	$277K	Hold	5,333	–	–	0.11%	125
2025 Q3	$282K	Sell	5,333 -200	-4%	-$10.1K	0.12%	121
2025 Q2	$267K	Sell	5,533 -607	-10%	-$26.2K	0.13%	119
2025 Q1	$250K	Buy	6,140 +115	+2%	+$5.2K	0.13%	118
2024 Q4	$271K	Buy	6,025 +188	+3%	+$8.54K	0.14%	111
2024 Q3	$256K	Buy	+5,837	New	+$246K	0.14%	110

Other funds holding ROBT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Proactive Wealth Strategies's ROBT Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 27% in Q3 2026, selling an estimated $151K and leaving 7,242 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #159.

Proactive Wealth Strategies first reported a position in ROBT in Q3 2024 and has held it in 9 quarters since. The position peaked at $555K in Q2 2026. 157 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

Proactive Wealth Strategies held 7,242 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $429K as of Q3 2026.
Proactive Wealth Strategies sold 2,624 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $151K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.07% of Proactive Wealth Strategies's portfolio in Q3 2026, its #159 holding.
Proactive Wealth Strategies first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $555K in Q2 2026.
157 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.