MIFH
ROBT icon

Migdal Insurance & Financial Holdings’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-1,144
Closed -$52K – 549
2024
Q1 		$52K Sell
1,144
-140
-11% -$6.25K ﹤0.01% 274
2023
Q4 		$58K Sell
1,284
-134
-9% -$5.5K ﹤0.01% 327
2023
Q3 		$57K Sell
1,418
-184
-11% -$8.01K ﹤0.01% 314
2023
Q2 		$73K Sell
1,602
-6,010
-79% -$257K ﹤0.01% 303
2023
Q1 		$325K Sell
7,612
-1,017
-12% -$41.1K 0.01% 212
2022
Q4 		$308K Sell
8,629
-717
-8% -$25.9K 0.01% 196
2022
Q3 		$315K Sell
9,346
-756
-7% -$29.2K 0.01% 194
2022
Q2 		$375K Sell
10,102
-1,769
-15% -$72.6K 0.01% 198
2022
Q1 		$561K Sell
11,871
-2,238
-16% -$108K 0.01% 222
2021
Q4 		$777K Sell
14,109
-2,381
-14% -$131K 0.01% 222
2021
Q3 		$885K Sell
16,490
-5,233
-24% -$286K 0.01% 223
2021
Q2 		$1.18M Sell
21,723
-902
-4% -$47.7K 0.01% 223
2021
Q1 		$1.18M Buy
+22,625
New +$1.23M 0.01% 230
2020
Q4 		– Sell
-13,523
Closed -$527K – 718
2020
Q3 		$527K Buy
13,523
+6,987
+107% +$266K 0.01% 358
2020
Q2 		$235K Buy
6,536
+1,605
+33% +$51.9K ﹤0.01% 344
2020
Q1 		$134K Buy
4,931
+1,025
+26% +$33.4K ﹤0.01% 343
2019
Q4 		$134K Sell
3,906
-589
-13% -$19.3K ﹤0.01% 459
2019
Q3 		$141K Buy
4,495
+1,661
+59% +$53.6K ﹤0.01% 512
2019
Q2 		$94K Buy
2,834
+1,033
+57% +$33.6K ﹤0.01% 568
2019
Q1 		$57K Buy
+1,801
New +$53.8K ﹤0.01% 560

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

Migdal Insurance & Financial Holdings's ROBT Position: Q2 2024 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2024, closing a stake of 1,144 shares — an estimated $52K sold.

Migdal Insurance & Financial Holdings first reported a position in ROBT in Q1 2019 and held it in 20 quarters. The position peaked at $1.18M in Q2 2021. 146 funds tracked by Wall St. Rank hold ROBT as of Q2 2024.

  • Migdal Insurance & Financial Holdings reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,144 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2024, an estimated $52K.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2019 and held it in 20 quarters.
  • Migdal Insurance & Financial Holdings's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.18M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2024, filed 29 Jul 2024.