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

Clearview 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
2023 Q3	–	Sell	-615	Closed	-$28.1K	–	511
2023 Q2	$28.1K	Buy	615 +1	+0.2%	+$43	0.03%	236
2023 Q1	$26.2K	Hold	614	–	–	0.03%	244
2022 Q4	$21.9K	Buy	614 +1	+0.2%	+$36	0.02%	235
2022 Q3	$21K	Hold	613	–	–	0.02%	254
2022 Q2	$23K	Buy	613 +1	+0.2%	+$41	0.02%	264
2022 Q1	$29K	Hold	612	–	–	0.02%	254
2021 Q4	$34K	Sell	612 -1	-0.2%	-$55	0.02%	267
2021 Q3	$33K	Buy	613 +81	+15%	+$4.42K	0.02%	278
2021 Q2	$29K	Hold	532	–	–	0.02%	299
2021 Q1	$28K	Hold	532	–	–	0.02%	294
2020 Q4	$27K	Buy	+532	New	+$23.6K	0.02%	269

Other funds holding ROBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

RJFSA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clearview Wealth Advisors's ROBT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2023, closing a stake of 615 shares — an estimated $28.1K sold.

Clearview Wealth Advisors first reported a position in ROBT in Q4 2020 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 125 funds tracked by Wall St. Rank hold ROBT as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 615 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2023, an estimated $28.1K.
Clearview Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $34K in Q4 2021.
125 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.