Proactive Wealth Strategies LLC ROBT — FIRST TR EXCHANGE-TRADED FD

Ownership history in Proactive Wealth Strategies LLC  ·  7 quarters on record

AI Ownership Summary

Proactive Wealth Strategies LLC reported FIRST TR EXCHANGE-TRADED FD (ROBT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows ROBT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proactive Wealth Strategies LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROBT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROBT stock page Proactive Wealth Strategies LLC fund profile Proactive Wealth Strategies LLC full holdings
How Proactive Wealth Strategies LLC held ROBT — position size vs. price
% of Fund (quarterly)    ROBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,166 +4,833 +90.6% 0.09% $469K 2026-04-29 $50.41
2025 Q4 UNCHANGED — — — 5,333 — 0% 0.11% $277K 2026-02-05 $49.00
2025 Q3 REDUCED — — — 5,333 -200 -3.6% 0.12% $282K 2025-11-06 $52.92
2025 Q2 REDUCED 9.9% +8.9% ❌ 5,533 -607 -9.9% 0.13% $267K 2025-08-13 $51.00
2025 Q1 ADDED — — — 6,140 +115 +1.9% 0.13% $250K 2025-04-23 $39.50
2024 Q4 ADDED — — — 6,025 +188 +3.2% 0.14% $271K 2025-01-31 $47.10
2024 Q3 INITIATED — — — 5,837 — — 0.14% $256K 2024-11-04 $43.54

🏢 Other funds also holding ROBT

As of 2026 Q1 — sorted by position size

Granite Bay Wealth Management, LLC 3Y 0.6% Atlas Private Wealth Advisors 3Y 0.54% Morey & Quinn Wealth Partners, LLC 0.3% WealthCare Investment Partners, LLC 3Y 0.18% Aurora Private Wealth, Inc. 3Y 0.17% PURSUE WEALTH PARTNERS LLC 3Y 0.17% CPR Investments Inc. 3Y 0.16% JBR Co Financial Management Inc 0.1% Cottage Street Advisors LLC 3Y 7Y 0.09% Apollon Financial, LLC 0.08%

FAQ About Proactive Wealth Strategies LLC and ROBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Proactive Wealth Strategies LLC reported owning ROBT?

Proactive Wealth Strategies LLC reported ROBT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ROBT position in Proactive Wealth Strategies LLC's portfolio?

The largest reported portfolio weight for ROBT was 0.14% in 2024 Q3.

What is the latest reported ROBT position on this page?

The most recent filing on this page is 2026 Q1, when Proactive Wealth Strategies LLC reported 10,166 shares, equal to 0.09% of portfolio, with an estimated market value of $469K.

What does the chart on this ROBT ownership page compare?

The chart compares Proactive Wealth Strategies LLC's quarterly ROBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Proactive Wealth Strategies LLC time their ROBT position?

Based on 13F filing dates vs. subsequent ROBT price moves, Proactive Wealth Strategies LLC correctly timed 3 out of 5 reported position changes (60%).

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