BWM
ROBT icon

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

Baystate 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
2023
Q4 		$14.8K Buy
325
+278
+591% +$11.4K ﹤0.01% 634
2023
Q3 		$1.9K Buy
+47
New +$2.05K ﹤0.01% 809

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baystate Wealth Management's ROBT Position: Q4 2023 in Review

Baystate Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 591% in Q4 2023, buying an estimated $11.4K and bringing the position to 325 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Baystate Wealth Management first reported a position in ROBT in Q3 2023 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

  • Baystate Wealth Management held 325 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $14.8K as of Q4 2023.
  • Baystate Wealth Management bought 278 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $11.4K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #634 holding.
  • Baystate Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.