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

Laidlaw Wealth 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
2025
Q1 		– Sell
-11,753
Closed -$529K – 132
2024
Q4 		$529K Sell
11,753
-102
-0.9% -$4.63K 0.23% 104
2024
Q3 		$519K Buy
11,855
+1,016
+9% +$42.8K 0.26% 113
2024
Q2 		$459K Sell
10,839
-1,517
-12% -$65K 0.25% 112
2024
Q1 		$559K Buy
12,356
+1,442
+13% +$64.3K 0.31% 100
2023
Q4 		$497K Sell
10,914
-3,411
-24% -$140K 0.18% 128
2023
Q3 		$580K Sell
14,325
-1,881
-12% -$81.9K 0.19% 128
2023
Q2 		$740K Sell
16,206
-706
-4% -$30.2K 0.14% 153
2023
Q1 		$721K Buy
16,912
+1,443
+9% +$58.3K 0.15% 160
2022
Q4 		$553K Buy
+15,469
New +$559K 0.12% 184

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laidlaw Wealth Management's ROBT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2025, closing a stake of 11,753 shares — an estimated $529K sold.

Laidlaw Wealth Management first reported a position in ROBT in Q4 2022 and held it in 9 quarters. The position peaked at $740K in Q2 2023. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 11,753 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $529K.
  • Laidlaw Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2022 and held it in 9 quarters.
  • Laidlaw Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $740K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.