DB Wealth Management Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

DB Wealth Management Group’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
2021 Q2	–	Sell	-474	Closed	-$25K	–	378
2021 Q1	$25K	Hold	474	–	–	0.02%	214
2020 Q4	$24K	Buy	+474	New	+$21K	0.02%	209

Other funds holding ROBT

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

DB Wealth Management Group's ROBT Position: Q2 2021 in Review

DB Wealth Management Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2021, closing a stake of 474 shares — an estimated $25K sold.

DB Wealth Management Group first reported a position in ROBT in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 77 funds tracked by Wall St. Rank hold ROBT as of Q2 2021.

DB Wealth Management Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2021 after selling out during the quarter.
DB Wealth Management Group sold 474 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2021, an estimated $25K.
DB Wealth Management Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and held it in 2 quarters.
DB Wealth Management Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $25K in Q1 2021.
77 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.