Root Financial Partners
ROBT icon

Root Financial Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Root Financial Partners’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 		$25.1K Buy
+424
New +$24.4K ﹤0.01% 1435
2026
Q1 		– Sell
-520
Closed -$27K – 3537
2025
Q4 		$27K Hold
520
– – ﹤0.01% 1015
2025
Q3 		$27.5K Buy
+520
New +$26.2K ﹤0.01% 941

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Truist Financial
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Baird Financial Group
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Cambridge Investment Research Advisors
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Rockport Wealth
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Root Financial Partners's ROBT Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2026: 424 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ROBT as recently as Q4 2025.

Root Financial Partners first reported a position in ROBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.5K in Q3 2025. 157 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Root Financial Partners held 424 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $25.1K as of Q3 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1435 holding.
  • Root Financial Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $27.5K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.