Western Wealth Management
ROBT icon

Western Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Western Wealth Management’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 		$463K Buy
7,812
+175
+2% +$10.1K 0.02% 649
2026
Q2 		$430K Sell
7,637
-15
-0.2% -$799 0.01% 723
2026
Q1 		$353K Sell
7,652
-190
-2% -$9.7K 0.01% 742
2025
Q4 		$407K Buy
7,842
+1,325
+20% +$70.7K 0.02% 574
2025
Q3 		$345K Buy
6,517
+1,410
+28% +$71.2K 0.02% 550
2025
Q2 		$247K Sell
5,107
-150
-3% -$6.47K 0.01% 623
2025
Q1 		$214K Sell
5,257
-817
-13% -$37K 0.01% 632
2024
Q4 		$274K Sell
6,074
-395
-6% -$17.9K 0.01% 642
2024
Q3 		$283K Sell
6,469
-759
-11% -$32K 0.02% 616
2024
Q2 		$306K Buy
7,228
+1,202
+20% +$51.5K 0.02% 493
2024
Q1 		$273K Buy
6,026
+938
+18% +$41.9K 0.02% 532
2023
Q4 		$232K Buy
+5,088
New +$209K 0.02% 621
2022
Q2 		– Sell
-4,543
Closed -$214K – 840
2022
Q1 		$214K Buy
+4,543
New +$219K 0.01% 774

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return

Western Wealth Management's ROBT Position: Q3 2026 in Review

Western Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.3% in Q3 2026, buying an estimated $10.1K and bringing the position to 7,812 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #649.

Western Wealth Management first reported a position in ROBT in Q1 2022 and has held it in 13 quarters since. 129 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Western Wealth Management held 7,812 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $463K as of Q3 2026.
  • Western Wealth Management bought 175 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $10.1K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Western Wealth Management's portfolio in Q3 2026, its #649 holding.
  • Western Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2022 and has held it in 13 quarters since.
  • 129 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.