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

Bartlett & 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
2019
Q3 		$5K Buy
+160
New +$5.17K ﹤0.01% 779

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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's ROBT Position: Q3 2019 in Review

Bartlett & Co opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2019: 160 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

32 funds tracked by Wall St. Rank hold ROBT as of Q3 2019.

  • Bartlett & Co held 160 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $5K as of Q3 2019.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Bartlett & Co position in Q3 2019.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q3 2019, its #779 holding.
  • 32 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.