Retirement Planning Group (Kansas)’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Retirement Planning Group (Kansas)’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	$544K	Sell	9,661 -990	-9%	-$52.8K	0.01%	311
2026 Q1	$492K	Sell	10,651 -47	-0.4%	-$2.4K	0.02%	301
2025 Q4	$555K	Buy	10,698 +633	+6%	+$33.8K	0.02%	256
2025 Q3	$532K	Buy	+10,065	New	+$508K	0.02%	261

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

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

Retirement Planning Group (Kansas)'s ROBT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 9.3% in Q2 2026, selling an estimated $52.8K and leaving 9,661 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #311.

Retirement Planning Group (Kansas) first reported a position in ROBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $555K in Q4 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Retirement Planning Group (Kansas) held 9,661 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $544K as of Q2 2026.
Retirement Planning Group (Kansas) sold 990 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $52.8K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #311 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 4 quarters since.
Retirement Planning Group (Kansas)'s First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $555K in Q4 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.