Beck Capital Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Beck Capital 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
2022 Q1	–	Sell	-28,426	Closed	-$1.57M	–	174
2021 Q4	$1.57M	Sell	28,426 -2,280	-7%	-$126K	0.48%	80
2021 Q3	$1.65M	Buy	30,706 +1,674	+6%	+$91.3K	0.55%	71
2021 Q2	$1.58M	Buy	+29,032	New	+$1.54M	0.53%	67

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

Beck Capital Management's ROBT Position: Q1 2022 in Review

Beck Capital Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2022, closing a stake of 28,426 shares — an estimated $1.57M sold.

Beck Capital Management first reported a position in ROBT in Q2 2021 and held it in 3 quarters. The position peaked at $1.65M in Q3 2021. 83 funds tracked by Wall St. Rank hold ROBT as of Q1 2022.

Beck Capital Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2022 after selling out during the quarter.
Beck Capital Management sold 28,426 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2022, an estimated $1.57M.
Beck Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and held it in 3 quarters.
Beck Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.65M in Q3 2021.
83 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2022.

Based on Beck Capital Management's 13F filing for Q1 2022, filed 13 May 2022.