Avior Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-2	Closed	-$90	–	1987
2024 Q4	$90	Hold	2	–	–	﹤0.01%	2416
2024 Q3	$87	Buy	+2	New	+$84	﹤0.01%	2268
2023 Q4	–	Sell	-16	Closed	-$648	–	1650
2023 Q3	$648	Hold	16	–	–	﹤0.01%	1473
2023 Q2	$730	Hold	16	–	–	﹤0.01%	1431
2023 Q1	$682	Buy	+16	New	+$647	﹤0.01%	1496

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's ROBT Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2025, closing a stake of 2 shares — an estimated $90 sold.

Avior Wealth Management first reported a position in ROBT in Q1 2023 and held it in 5 quarters. The position peaked at $730 in Q2 2023. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

Avior Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $90.
Avior Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and held it in 5 quarters.
Avior Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $730 in Q2 2023.
139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.