EFS
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Essex Financial Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Essex Financial Services’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
-5,574
Closed -$255K – 490
2023
Q2 		$255K Buy
+5,574
New +$239K 0.03% 397

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Essex Financial Services's ROBT Position: Q3 2023 in Review

Essex Financial Services sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2023, closing a stake of 5,574 shares — an estimated $255K sold.

Essex Financial Services first reported a position in ROBT in Q2 2023 and held it in 1 quarter. The position peaked at $255K in Q2 2023. 125 funds tracked by Wall St. Rank hold ROBT as of Q3 2023.

  • Essex Financial Services reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2023 after selling out during the quarter.
  • Essex Financial Services sold 5,574 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2023, an estimated $255K.
  • Essex Financial Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 1 quarter.
  • Essex Financial Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $255K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2023.

Based on Essex Financial Services's 13F filing for Q3 2023, filed 15 Nov 2023.