Toth Financial Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Toth Financial Advisory’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	$9.18K	Hold	155	–	–	﹤0.01%	592
2026 Q2	$8.72K	Hold	155	–	–	﹤0.01%	599
2026 Q1	$7.16K	Hold	155	–	–	﹤0.01%	601
2025 Q4	$8.04K	Hold	155	–	–	﹤0.01%	578
2025 Q3	$8.2K	Hold	155	–	–	﹤0.01%	548
2025 Q2	$7.49K	Hold	155	–	–	﹤0.01%	518
2025 Q1	$6.3K	Hold	155	–	–	﹤0.01%	503
2024 Q4	$6.98K	Hold	155	–	–	﹤0.01%	483
2024 Q3	$6.79K	Hold	155	–	–	﹤0.01%	490
2024 Q2	$6.56K	Hold	155	–	–	﹤0.01%	500
2024 Q1	$7.01K	Hold	155	–	–	﹤0.01%	489
2023 Q4	$7.06K	Hold	155	–	–	﹤0.01%	491
2023 Q3	$6.28K	Buy	+155	New	+$6.75K	﹤0.01%	496

Other funds holding ROBT

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory's ROBT Position: Q3 2026 in Review

Toth Financial Advisory held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q3 2026 at 155 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Toth Financial Advisory first reported a position in ROBT in Q3 2023 and has held it in 13 quarters since. 38 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

Toth Financial Advisory held 155 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $9.18K as of Q3 2026.
Toth Financial Advisory left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q3 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #592 holding.
Toth Financial Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 13 quarters since.
38 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.