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

Baker Tilly 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
2024 Q1	–	Sell	-28,381	Closed	-$1.29M	–	461
2023 Q4	$1.29M	Buy	28,381 +252	+0.9%	+$10.3K	0.21%	109
2023 Q3	$1.14M	Buy	28,129 +17,079	+155%	+$744K	0.19%	116
2023 Q2	$505K	Buy	+11,050	New	+$473K	0.05%	335

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

RJA

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Baker Tilly Wealth Management's ROBT Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2024, closing a stake of 28,381 shares — an estimated $1.29M sold.

Baker Tilly Wealth Management first reported a position in ROBT in Q2 2023 and held it in 3 quarters. The position peaked at $1.29M in Q4 2023. 131 funds tracked by Wall St. Rank hold ROBT as of Q1 2024.

Baker Tilly Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 28,381 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2024, an estimated $1.29M.
Baker Tilly Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 3 quarters.
Baker Tilly Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.29M in Q4 2023.
131 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.