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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
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% +$5.21K 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Proactive Wealth Strategies's ROBT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3% in Q2 2026, selling an estimated $16K and leaving 9,866 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #143.

Proactive Wealth Strategies first reported a position in ROBT in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Proactive Wealth Strategies held 9,866 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $555K as of Q2 2026.
  • Proactive Wealth Strategies sold 300 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $16K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.09% of Proactive Wealth Strategies's portfolio in Q2 2026, its #143 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 8 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.