Bank Julius Baer & Co’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Bank Julius Baer & Co’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
2022 Q1	–	Sell	-1,512	Closed	-$83K	–	761
2021 Q4	$83K	Sell	1,512 -7	-0.5%	-$386	﹤0.01%	618
2021 Q3	$81K	Buy	1,519 +9	+0.6%	+$491	﹤0.01%	640
2021 Q2	$82K	Sell	1,510 -47	-3%	-$2.49K	﹤0.01%	650
2021 Q1	$81K	Buy	1,557 +42	+3%	+$2.28K	﹤0.01%	639
2020 Q4	$76K	Buy	1,515 +3	+0.2%	+$133	﹤0.01%	650
2020 Q3	$59K	Hold	1,512	–	–	﹤0.01%	592
2020 Q2	$54K	Sell	1,512 -72	-5%	-$2.33K	﹤0.01%	561
2020 Q1	$43K	Buy	+1,584	New	+$51.7K	﹤0.01%	552

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

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFEC

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

Bank Julius Baer & Co's ROBT Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2022, closing a stake of 1,512 shares — an estimated $83K sold.

Bank Julius Baer & Co first reported a position in ROBT in Q1 2020 and held it in 8 quarters. The position peaked at $83K in Q4 2021. 83 funds tracked by Wall St. Rank hold ROBT as of Q1 2022.

Bank Julius Baer & Co reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 1,512 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2022, an estimated $83K.
Bank Julius Baer & Co first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2020 and held it in 8 quarters.
Bank Julius Baer & Co's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $83K in Q4 2021.
83 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.