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

Prosperity 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
2024
Q3 		– Sell
-23,630
Closed -$1M – 164
2024
Q2 		$1M Buy
23,630
+3,766
+19% +$161K 0.63% 46
2024
Q1 		$899K Buy
19,864
+2,951
+17% +$132K 0.56% 49
2023
Q4 		$770K Buy
16,913
+28
+0.2% +$1.15K 0.53% 45
2023
Q3 		$684K Buy
+16,885
New +$735K 0.57% 40

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prosperity Financial Group's ROBT Position: Q3 2024 in Review

Prosperity Financial Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 23,630 shares — an estimated $1M sold.

Prosperity Financial Group first reported a position in ROBT in Q3 2023 and held it in 4 quarters. The position peaked at $1M in Q2 2024. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • Prosperity Financial Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 23,630 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $1M.
  • Prosperity Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 4 quarters.
  • Prosperity Financial Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1M in Q2 2024.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2024.

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