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

Claro 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
2019
Q1 		– Sell
-306
Closed -$10K – 772
2018
Q4 		$10K Buy
+306
New +$8.62K 0.01% 681

Other funds holding ROBT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Claro Advisors's ROBT Position: Q1 2019 in Review

Claro Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2019, closing a stake of 306 shares — an estimated $10K sold.

Claro Advisors first reported a position in ROBT in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 24 funds tracked by Wall St. Rank hold ROBT as of Q1 2019.

  • Claro Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 306 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2019, an estimated $10K.
  • Claro Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $10K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.