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Newbridge Financial Services Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Newbridge Financial Services 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
-69
Closed -$2.92K – 1014
2024
Q2 		$2.92K Hold
69
– – ﹤0.01% 912
2024
Q1 		$3.12K Hold
69
– – ﹤0.01% 955
2023
Q4 		$3.14K Hold
69
– – ﹤0.01% 919
2023
Q3 		$2.79K Buy
+69
New +$3K ﹤0.01% 1036

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

Newbridge Financial Services Group's ROBT Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 69 shares — an estimated $2.92K sold.

Newbridge Financial Services Group first reported a position in ROBT in Q3 2023 and held it in 4 quarters. The position peaked at $3.14K in Q4 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 69 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $2.92K.
  • Newbridge Financial Services Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 4 quarters.
  • Newbridge Financial Services Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $3.14K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.