Psagot Value Holdings’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Psagot Value 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
2022 Q1	–	Sell	-2,650	Closed	-$146K	–	389
2021 Q4	$146K	Buy	2,650 +1,200	+83%	+$66.1K	0.03%	239
2021 Q3	$78K	Hold	1,450	–	–	0.01%	308
2021 Q2	$79K	Buy	+1,450	New	+$76.7K	﹤0.01%	338

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFEC

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

Psagot Value Holdings's ROBT Position: Q1 2022 in Review

Psagot Value Holdings sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2022, closing a stake of 2,650 shares — an estimated $146K sold.

Psagot Value Holdings first reported a position in ROBT in Q2 2021 and held it in 3 quarters. The position peaked at $146K in Q4 2021. 83 funds tracked by Wall St. Rank hold ROBT as of Q1 2022.

Psagot Value Holdings reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2022 after selling out during the quarter.
Psagot Value Holdings sold 2,650 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2022, an estimated $146K.
Psagot Value Holdings first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and held it in 3 quarters.
Psagot Value Holdings's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $146K in Q4 2021.
83 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2022.

Based on Psagot Value Holdings's 13F filing for Q1 2022, filed 16 May 2022.