Cary Street Partners Investment Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-119	Closed	-$4.82K	–	1561
2023 Q3	$4.82K	Buy	+119	New	+$5.18K	﹤0.01%	1493

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's ROBT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2023, closing a stake of 119 shares — an estimated $4.82K sold.

Cary Street Partners Investment Advisory first reported a position in ROBT in Q3 2023 and held it in 1 quarter. The position peaked at $4.82K in Q3 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 119 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $4.82K.
Cary Street Partners Investment Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.82K in Q3 2023.
137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.