Creative Planning
ROBT icon

Creative Planning’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Creative Planning’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
-852
Closed -$34.5K – 3034
2023
Q3 		$34.5K Buy
+852
New +$37.1K ﹤0.01% 2524

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's ROBT Position: Q4 2023 in Review

Creative Planning sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2023, closing a stake of 852 shares — an estimated $34.5K sold.

Creative Planning first reported a position in ROBT in Q3 2023 and held it in 1 quarter. The position peaked at $34.5K in Q3 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

  • Creative Planning reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 852 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $34.5K.
  • Creative Planning first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $34.5K 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 Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.