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Beacon Pointe Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-4,450
Closed -$203K – 1351
2023
Q2 		$203K Buy
+4,450
New +$190K ﹤0.01% 1009

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Pointe Advisors's ROBT Position: Q3 2023 in Review

Beacon Pointe Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2023, closing a stake of 4,450 shares — an estimated $203K sold.

Beacon Pointe Advisors first reported a position in ROBT in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 125 funds tracked by Wall St. Rank hold ROBT as of Q3 2023.

  • Beacon Pointe Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,450 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2023, an estimated $203K.
  • Beacon Pointe Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $203K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2023.

Based on Beacon Pointe Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.