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Advantage Investment Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Advantage Investment 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
2019
Q2 		– Sell
-100
Closed -$3K – 956
2019
Q1 		$3K Hold
100
– – ﹤0.01% 837
2018
Q4 		$3K Hold
100
– – ﹤0.01% 866
2018
Q3 		$3K Sell
100
-30
-23% -$936 ﹤0.01% 913
2018
Q2 		$4K Buy
+130
New +$3.86K ﹤0.01% 799

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advantage Investment Management's ROBT Position: Q2 2019 in Review

Advantage Investment Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Advantage Investment Management first reported a position in ROBT in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 24 funds tracked by Wall St. Rank hold ROBT as of Q2 2019.

  • Advantage Investment Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2019 after selling out during the quarter.
  • Advantage Investment Management sold 100 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2019, an estimated $3K.
  • Advantage Investment Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2018 and held it in 4 quarters.
  • Advantage Investment Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2019.

Based on Advantage Investment Management's 13F filing for Q2 2019, filed 30 Jul 2019.