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Main Street Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Main Street Group’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
Q3 		– Sell
-300
Closed -$12.6K – 847
2024
Q2 		$12.6K Hold
300
– – 0.01% 481
2024
Q1 		$13.4K Buy
+300
New +$13.4K 0.01% 495

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Main Street Group's ROBT Position: Q3 2024 in Review

Main Street Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 300 shares — an estimated $12.6K sold.

Main Street Group first reported a position in ROBT in Q1 2024 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • Main Street Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Main Street Group sold 300 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $12.6K.
  • Main Street Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2024 and held it in 2 quarters.
  • Main Street Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $13.4K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2024.

Based on Main Street Group's 13F filing for Q3 2024, filed 13 Nov 2024.