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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,381
Closed -$1.29M 461
2023
Q4
$1.29M Buy
28,381
+252
+0.9% +$11.5K 0.21% 109
2023
Q3
$1.14M Buy
28,129
+17,079
+155% +$692K 0.19% 116
2023
Q2
$505K Buy
+11,050
New +$505K 0.05% 335