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

Altus Wealth 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
2021
Q1 		– Sell
-81
Closed -$4K – 655
2020
Q4 		$4K Buy
+81
New +$3.59K ﹤0.01% 698

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Altus Wealth Group's ROBT Position: Q1 2021 in Review

Altus Wealth Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2021, closing a stake of 81 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in ROBT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 69 funds tracked by Wall St. Rank hold ROBT as of Q1 2021.

  • Altus Wealth Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 81 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2021, an estimated $4K.
  • Altus Wealth Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.