Wealth Enhancement Advisory Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Wealth Enhancement Advisory 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	$232K	Buy	+4,138	New	+$221K	﹤0.01%	3450
2026 Q1	–	Sell	-4,238	Closed	-$233K	–	3824
2025 Q4	$233K	Buy	4,238 +12	+0.3%	+$640	﹤0.01%	3145
2025 Q3	$232K	Buy	4,226 +64	+2%	+$3.23K	﹤0.01%	2997
2025 Q2	$205K	Sell	4,162 -3,604	-46%	-$155K	﹤0.01%	2981
2025 Q1	$316K	Sell	7,766 -1,840	-19%	-$83.3K	﹤0.01%	2407
2024 Q4	$433K	Sell	9,606 -2,320	-19%	-$105K	﹤0.01%	2098
2024 Q3	$522K	Sell	11,926 -2,436	-17%	-$103K	﹤0.01%	1810
2024 Q2	$608K	Buy	14,362 +2,562	+22%	+$110K	﹤0.01%	1524
2024 Q1	$534K	Sell	11,800 -488	-4%	-$21.8K	﹤0.01%	1545
2023 Q4	$559K	Buy	12,288 +135	+1%	+$5.54K	﹤0.01%	1433
2023 Q3	$492K	Buy	+12,153	New	+$529K	﹤0.01%	1430

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

IFG

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

KDA

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

AWM

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JCFM

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

MFG

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

BCM

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

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's ROBT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 4,138 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #3450 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ROBT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ROBT in Q3 2023 and has held it in 11 quarters since. The position peaked at $608K in Q2 2024. 20 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Wealth Enhancement Advisory Services held 4,138 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $232K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3450 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $608K in Q2 2024.
20 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.