Householder Group Estate & Retirement Specialist’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$194K	Sell	4,328 -697	-14%	-$31.7K	0.15%	106
2024 Q3	$220K	Buy	5,025 +81	+2%	+$3.41K	0.06%	233
2024 Q2	$209K	Buy	4,944 +545	+12%	+$23.3K	0.06%	241
2024 Q1	$199K	Buy	4,399 +1,887	+75%	+$84.2K	0.06%	241
2023 Q4	$114K	Buy	2,512 +247	+11%	+$10.1K	0.04%	312
2023 Q3	$91.8K	Buy	+2,265	New	+$98.6K	0.03%	331
2023 Q1	$98K	Buy	+2,298	New	+$92.9K	0.04%	313
2022 Q4	–	Sell	-2,413	Closed	-$81K	–	941
2022 Q3	$81K	Buy	+2,413	New	+$93.3K	0.03%	301

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

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ROBT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 14% in Q4 2024, selling an estimated $31.7K and leaving 4,328 shares worth $194K. The position accounts for 0.15% of the portfolio, ranked #106.

Householder Group Estate & Retirement Specialist first reported a position in ROBT in Q3 2022 and has held it in 8 quarters since. The position peaked at $220K in Q3 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,328 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $194K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 697 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $31.7K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #106 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $220K in Q3 2024.
146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.