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

Clarus Wealth 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 Q2	–	Sell	-725	Closed	-$23K	–	691
2019 Q1	$23K	Hold	725	–	–	0.02%	400
2018 Q4	$19K	Buy	725 +535	+282%	+$15.1K	0.03%	413
2018 Q3	$6K	Buy	+190	New	+$5.93K	﹤0.01%	597

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's ROBT Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2019, closing a stake of 725 shares — an estimated $23K sold.

Clarus Wealth Advisors first reported a position in ROBT in Q3 2018 and held it in 3 quarters. The position peaked at $23K in Q1 2019. 24 funds tracked by Wall St. Rank hold ROBT as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 725 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2019, an estimated $23K.
Clarus Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2018 and held it in 3 quarters.
Clarus Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $23K in Q1 2019.
24 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.