Prospera Financial Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Prospera Financial Services’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	$274K	Buy	+4,871	New	+$260K	﹤0.01%	1270
2026 Q1	–	Sell	-4,051	Closed	-$210K	–	1490
2025 Q4	$210K	Sell	4,051 -305	-7%	-$16.3K	﹤0.01%	1279
2025 Q3	$230K	Buy	4,356 +30	+0.7%	+$1.51K	﹤0.01%	1243
2025 Q2	$209K	Buy	+4,326	New	+$187K	﹤0.01%	1242
2024 Q1	–	Sell	-27,557	Closed	-$1.25M	–	1132
2023 Q4	$1.25M	Buy	27,557 +1,181	+4%	+$48.5K	0.04%	413
2023 Q3	$1.07M	Buy	26,376 +8,339	+46%	+$363K	0.04%	408
2023 Q2	$824K	Buy	18,037 +3,337	+23%	+$143K	0.03%	468
2023 Q1	$627K	Buy	+14,700	New	+$594K	0.03%	542
2022 Q2	–	Sell	-1,444	Closed	-$68K	–	2395
2022 Q1	$68K	Buy	+1,444	New	+$69.7K	﹤0.01%	1247
2020 Q4	–	Sell	-1,300	Closed	-$51K	–	1372
2020 Q3	$51K	Buy	+1,300	New	+$49.5K	0.02%	613

Other funds holding ROBT

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return