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

KWB Wealth’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
Q1 		– Sell
-11,181
Closed -$509K – 137
2023
Q4 		$509K Buy
11,181
+2,797
+33% +$115K 0.07% 76
2023
Q3 		$383K Sell
8,384
-536
-6% -$23.3K 0.06% 89
2023
Q2 		$407K Buy
+8,920
New +$382K 0.06% 87

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KWB Wealth's ROBT Position: Q1 2024 in Review

KWB Wealth sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2024, closing a stake of 11,181 shares — an estimated $509K sold.

KWB Wealth first reported a position in ROBT in Q2 2023 and held it in 3 quarters. The position peaked at $509K in Q4 2023. 131 funds tracked by Wall St. Rank hold ROBT as of Q1 2024.

  • KWB Wealth reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2024 after selling out during the quarter.
  • KWB Wealth sold 11,181 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2024, an estimated $509K.
  • KWB Wealth first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 3 quarters.
  • KWB Wealth's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $509K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2024.

Based on KWB Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.