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

Avitas 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
2020 Q1	–	Sell	-7,991	Closed	-$275K	–	164
2019 Q4	$275K	Sell	7,991 -67	-0.8%	-$2.19K	0.07%	161
2019 Q3	$255K	Buy	+8,058	New	+$260K	0.07%	164

Other funds holding ROBT

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

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Avitas Wealth Management's ROBT Position: Q1 2020 in Review

Avitas Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2020, closing a stake of 7,991 shares — an estimated $275K sold.

Avitas Wealth Management first reported a position in ROBT in Q3 2019 and held it in 2 quarters. The position peaked at $275K in Q4 2019. 33 funds tracked by Wall St. Rank hold ROBT as of Q1 2020.

Avitas Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 7,991 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2020, an estimated $275K.
Avitas Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2019 and held it in 2 quarters.
Avitas Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $275K in Q4 2019.
33 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.