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Realta Investment Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-300
Closed -$13.7K – 715
2023
Q3 		$13.7K Hold
300
– – ﹤0.01% 652
2023
Q2 		$13.7K Buy
+300
New +$12.8K ﹤0.01% 699

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's ROBT Position: Q4 2023 in Review

Realta Investment Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2023, closing a stake of 300 shares — an estimated $13.7K sold.

Realta Investment Advisors first reported a position in ROBT in Q2 2023 and held it in 2 quarters. The position peaked at $13.7K in Q3 2023. 137 funds tracked by Wall St. Rank hold ROBT as of Q4 2023.

  • Realta Investment Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 300 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2023, an estimated $13.7K.
  • Realta Investment Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $13.7K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.