GWS
ROBT icon

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

Glassman Wealth 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
Q4 		– Sell
-215
Closed -$8.72K – 2062
2023
Q3 		$8.72K Buy
+215
New +$9.36K ﹤0.01% 893

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glassman Wealth Services's ROBT Position: Q4 2023 in Review

Glassman Wealth Services sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2023, closing a stake of 215 shares — an estimated $8.72K sold.

Glassman Wealth Services first reported a position in ROBT in Q3 2023 and held it in 1 quarter. The position peaked at $8.72K in Q3 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

  • Glassman Wealth Services reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 215 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $8.72K.
  • Glassman Wealth Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $8.72K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.