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

Next Financial 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
2021 Q4	$21K	Buy	380 +280	+280%	+$15.4K	﹤0.01%	1865
2021 Q3	$5K	Buy	+100	New	+$5.46K	﹤0.01%	2273
2020 Q1	–	Sell	-300	Closed	-$10K	–	2356
2019 Q4	$10K	Hold	300	–	–	﹤0.01%	1777
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	1743
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	1691
2019 Q1	$10K	Hold	300	–	–	﹤0.01%	1116
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1413
2018 Q3	$10K	Buy	+300	New	+$9.37K	﹤0.01%	988

Other funds holding ROBT

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Next Financial Group's ROBT Position: Q4 2021 in Review

Next Financial Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 280% in Q4 2021, buying an estimated $15.4K and bringing the position to 380 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Next Financial Group first reported a position in ROBT in Q3 2018 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold ROBT as of Q4 2021.

Next Financial Group held 380 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $21K as of Q4 2021.
Next Financial Group bought 280 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2021, an estimated $15.4K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1865 holding.
Next Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2018 and has held it in 8 quarters since.
92 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.