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Money Concepts Capital’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,755
Closed -$98.4K – 2397
2022
Q4 		$98.4K Buy
+2,755
New +$99.6K ﹤0.01% 967
2022
Q2 		– Sell
-2,080
Closed -$98K – 2405
2022
Q1 		$98K Buy
+2,080
New +$100K 0.01% 999

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Money Concepts Capital's ROBT Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2023, closing a stake of 2,755 shares — an estimated $98.4K sold.

Money Concepts Capital first reported a position in ROBT in Q1 2022 and held it in 2 quarters. The position peaked at $98.4K in Q4 2022. 90 funds tracked by Wall St. Rank hold ROBT as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,755 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2023, an estimated $98.4K.
  • Money Concepts Capital first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $98.4K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.