AE Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $137K | Sell |
2,833
-346
| -11% | -$16.7K | ﹤0.01% | 1400 |
|
2025
Q1 | $129K | Sell |
3,179
-447
| -12% | -$18.2K | ﹤0.01% | 1380 |
|
2024
Q4 | $163K | Sell |
3,626
-1,899
| -34% | -$85.5K | ﹤0.01% | 1319 |
|
2024
Q3 | $242K | Sell |
5,525
-9,590
| -63% | -$420K | ﹤0.01% | 1108 |
|
2024
Q2 | $640K | Sell |
15,115
-2,013
| -12% | -$85.2K | 0.01% | 816 |
|
2024
Q1 | $775K | Sell |
17,128
-43,501
| -72% | -$1.97M | 0.01% | 710 |
|
2023
Q4 | $2.69M | Buy |
60,629
+15,574
| +35% | +$691K | 0.01% | 804 |
|
2023
Q3 | $1.83M | Buy |
45,055
+36,191
| +408% | +$1.47M | 0.01% | 877 |
|
2023
Q2 | $405K | Buy |
8,864
+202
| +2% | +$9.23K | ﹤0.01% | 1486 |
|
2023
Q1 | $369K | Buy |
8,662
+2,852
| +49% | +$122K | ﹤0.01% | 1463 |
|
2022
Q4 | $208K | Buy |
+5,810
| New | +$208K | ﹤0.01% | 1657 |
|