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FinTrust Capital Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

FinTrust Capital 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
2024
Q3 		$10.1K Hold
231
– – ﹤0.01% 942
2024
Q2 		$9.78K Hold
231
– – ﹤0.01% 906
2024
Q1 		$10.5K Hold
231
– – ﹤0.01% 851
2023
Q4 		$10.5K Hold
231
– – ﹤0.01% 822
2023
Q3 		$9.36K Buy
+231
New +$10.1K ﹤0.01% 800

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FinTrust Capital Advisors's ROBT Position: Q3 2024 in Review

FinTrust Capital Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q3 2024 at 231 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

FinTrust Capital Advisors first reported a position in ROBT in Q3 2023 and has held it in 5 quarters since. The position peaked at $10.5K in Q4 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • FinTrust Capital Advisors held 231 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $10.1K as of Q3 2024.
  • FinTrust Capital Advisors left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q3 2024.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #942 holding.
  • FinTrust Capital Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 5 quarters since.
  • FinTrust Capital Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $10.5K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.