Advisor Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Advisor Group’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 Q4	$2.69M	Buy	78,061 +8,258	+12%	+$271K	0.02%	676
2019 Q3	$2.21M	Buy	69,803 +10,225	+17%	+$330K	0.02%	717
2019 Q2	$1.98M	Buy	59,578 +30,977	+108%	+$1.01M	0.02%	763
2019 Q1	$913K	Buy	28,601 +9,603	+51%	+$287K	0.01%	1152
2018 Q4	$489K	Buy	18,998 +4,151	+28%	+$117K	﹤0.01%	1417
2018 Q3	$480K	Buy	14,847 +12,109	+442%	+$378K	﹤0.01%	1504
2018 Q2	$81K	Buy	2,738 +2,093	+324%	+$62.1K	﹤0.01%	2693
2018 Q1	$19K	Buy	+645	New	+$19.6K	﹤0.01%	3715

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 25.16% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

Advisor Group's ROBT Position: Q4 2019 in Review

Advisor Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 12% in Q4 2019, buying an estimated $271K and bringing the position to 78,061 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #676.

Advisor Group first reported a position in ROBT in Q1 2018 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold ROBT as of Q4 2019.

Advisor Group held 78,061 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $2.69M as of Q4 2019.
Advisor Group bought 8,258 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2019, an estimated $271K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #676 holding.
Advisor Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2018 and has held it in 8 quarters since.
34 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.