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

Bartlett & Co 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
2019 Q4	–	Sell	-160	Closed	-$5.06K	–	882
2019 Q3	$5.06K	Buy	+160	New	+$5.17K	﹤0.01%	775

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YIA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bartlett & Co Wealth Management's ROBT Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2019, closing a stake of 160 shares — an estimated $5.06K sold.

Bartlett & Co Wealth Management first reported a position in ROBT in Q3 2019 and held it in 1 quarter. The position peaked at $5.06K in Q3 2019. 34 funds tracked by Wall St. Rank hold ROBT as of Q4 2019.

Bartlett & Co Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 160 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2019, an estimated $5.06K.
Bartlett & Co Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2019 and held it in 1 quarter.
Bartlett & Co Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $5.06K in Q3 2019.
34 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.