1834 Investment Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-275	Closed	-$10K	–	397
2022 Q2	$10K	Hold	275	–	–	﹤0.01%	379
2022 Q1	$13K	Hold	275	–	–	﹤0.01%	338
2021 Q4	$15K	Hold	275	–	–	﹤0.01%	350
2021 Q3	$15K	Hold	275	–	–	﹤0.01%	366
2021 Q2	$15K	Buy	+275	New	+$14.5K	﹤0.01%	383

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

1834 Investment Advisors's ROBT Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2022, closing a stake of 275 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in ROBT in Q2 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 73 funds tracked by Wall St. Rank hold ROBT as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 275 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2022, an estimated $10K.
1834 Investment Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and held it in 5 quarters.
1834 Investment Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $15K in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.