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

MBL 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
2021
Q3 		$696K Buy
+12,965
New +$707K 0.24% 54
2021
Q1 		$692K Buy
13,277
+177
+1% +$9.6K 0.24% 65
2020
Q4 		$657K Buy
+13,100
New +$581K 0.26% 60

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

MBL Wealth's ROBT Position: Q3 2021 in Review

MBL Wealth opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2021: 12,965 shares worth $696K. The stake represents 0.24% of the portfolio and ranks #54 among its holdings. This is a return to the name: MBL Wealth previously reported a position in ROBT as recently as Q1 2021.

MBL Wealth first reported a position in ROBT in Q4 2020 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold ROBT as of Q3 2021.

  • MBL Wealth held 12,965 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $696K as of Q3 2021.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new MBL Wealth position in Q3 2021.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.24% of MBL Wealth's portfolio in Q3 2021, its #54 holding.
  • MBL Wealth first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2021.

Based on MBL Wealth's 13F filing for Q3 2021, filed 25 Oct 2021.