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Institutional & Family Asset Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Institutional & Family Asset Management’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
Q2 		$32.7K Hold
772
– – 0.01% 290
2024
Q1 		$34.9K Buy
+772
New +$34.4K 0.01% 279

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institutional & Family Asset Management's ROBT Position: Q2 2024 in Review

Institutional & Family Asset Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2024 at 772 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #290.

Institutional & Family Asset Management first reported a position in ROBT in Q1 2024 and has held it in 2 quarters since. The position peaked at $34.9K in Q1 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q2 2024.

  • Institutional & Family Asset Management held 772 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $32.7K as of Q2 2024.
  • Institutional & Family Asset Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2024.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #290 holding.
  • Institutional & Family Asset Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $34.9K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.