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

Chilton 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
2023 Q4	–	Sell	-467	Closed	-$18.9K	–	615
2023 Q3	$18.9K	Hold	467	–	–	﹤0.01%	398
2023 Q2	$21.3K	Hold	467	–	–	﹤0.01%	405
2023 Q1	$19.9K	Buy	+467	New	+$18.9K	﹤0.01%	412

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

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

Chilton Capital Management's ROBT Position: Q4 2023 in Review

Chilton Capital Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2023, closing a stake of 467 shares — an estimated $18.9K sold.

Chilton Capital Management first reported a position in ROBT in Q1 2023 and held it in 3 quarters. The position peaked at $21.3K in Q2 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

Chilton Capital Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2023 after selling out during the quarter.
Chilton Capital Management sold 467 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $18.9K.
Chilton Capital Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and held it in 3 quarters.
Chilton Capital Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $21.3K in Q2 2023.
137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2023.

Based on Chilton Capital Management's 13F filing for Q4 2023, filed 18 Jan 2024.