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Capital Wealth Alliance’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Capital Wealth Alliance’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
2020
Q1 		– Sell
-163
Closed -$6K – 283
2019
Q4 		$6K Buy
+163
New +$5.34K 0.01% 231

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Capital Wealth Alliance's ROBT Position: Q1 2020 in Review

Capital Wealth Alliance sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2020, closing a stake of 163 shares — an estimated $6K sold.

Capital Wealth Alliance first reported a position in ROBT in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 33 funds tracked by Wall St. Rank hold ROBT as of Q1 2020.

  • Capital Wealth Alliance reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 163 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2020, an estimated $6K.
  • Capital Wealth Alliance first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Alliance's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $6K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.