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Focus Partners Advisor Solutions’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-6,201
Closed -$272K – 857
2024
Q3 		$272K Sell
6,201
-233
-4% -$9.82K 0.01% 610
2024
Q2 		$272K Buy
+6,434
New +$276K 0.01% 513

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Advisor Solutions's ROBT Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2024, closing a stake of 6,201 shares — an estimated $272K sold.

Focus Partners Advisor Solutions first reported a position in ROBT in Q2 2024 and held it in 2 quarters. The position peaked at $272K in Q2 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 6,201 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $272K.
  • Focus Partners Advisor Solutions first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2024 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $272K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.