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

Element Wealth’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
2025 Q1	–	Sell	-49	Closed	-$2.21K	–	253
2024 Q4	$2.21K	Hold	49	–	–	﹤0.01%	279
2024 Q3	$2.15K	Hold	49	–	–	﹤0.01%	275
2024 Q2	$2.08K	Hold	49	–	–	﹤0.01%	281
2024 Q1	$2.22K	Hold	49	–	–	﹤0.01%	260
2023 Q4	$2.23K	Hold	49	–	–	﹤0.01%	248
2023 Q3	$1.99K	Hold	49	–	–	﹤0.01%	240
2023 Q2	$2.24K	Hold	49	–	–	﹤0.01%	228
2023 Q1	$2.09K	Hold	49	–	–	﹤0.01%	198
2022 Q4	$1.75K	Hold	49	–	–	﹤0.01%	192
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	188
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	183
2022 Q1	$2K	Hold	49	–	–	﹤0.01%	198
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	179
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	168
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	162
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	158
2020 Q4	$2K	Sell	49 -1,800	-97%	-$79.8K	﹤0.01%	151
2020 Q3	$72K	Buy	+1,849	New	+$70.5K	0.08%	106

Other funds holding ROBT

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Element Wealth's ROBT Position: Q1 2025 in Review

Element Wealth sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2025, closing a stake of 49 shares — an estimated $2.21K sold.

Element Wealth first reported a position in ROBT in Q3 2020 and held it in 18 quarters. The position peaked at $72K in Q3 2020. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

Element Wealth reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 49 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $2.21K.
Element Wealth first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2020 and held it in 18 quarters.
Element Wealth's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $72K in Q3 2020.
139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.