American Institute for Advanced Investment Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

American Institute for Advanced 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
2024 Q4	–	Sell	-7,502	Closed	-$329K	–	141
2024 Q3	$329K	Sell	7,502 -4,332	-37%	-$183K	0.24%	106
2024 Q2	$501K	Sell	11,834 -1,494	-11%	-$64K	0.38%	69
2024 Q1	$603K	Buy	13,328 +472	+4%	+$21.1K	0.48%	61
2023 Q4	$585K	Buy	12,856 +1,970	+18%	+$80.8K	0.52%	53
2023 Q3	$441K	Sell	10,886 -545	-5%	-$23.7K	0.41%	70
2023 Q2	$522K	Buy	11,431 +3,526	+45%	+$151K	0.46%	60
2023 Q1	$337K	Sell	7,905 -420	-5%	-$17K	0.36%	75
2022 Q4	$297K	Buy	+8,325	New	+$301K	0.27%	87

Other funds holding ROBT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

American Institute for Advanced Investment Management's ROBT Position: Q4 2024 in Review

American Institute for Advanced Investment Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2024, closing a stake of 7,502 shares — an estimated $329K sold.

American Institute for Advanced Investment Management first reported a position in ROBT in Q4 2022 and held it in 8 quarters. The position peaked at $603K in Q1 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

American Institute for Advanced Investment Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2024 after selling out during the quarter.
American Institute for Advanced Investment Management sold 7,502 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $329K.
American Institute for Advanced Investment Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2022 and held it in 8 quarters.
American Institute for Advanced Investment Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $603K in Q1 2024.
146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.