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Resurgent Financial Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-2,261
Closed -$103K – 413
2023
Q4 		$103K Buy
+2,261
New +$92.8K 0.06% 243

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Resurgent Financial Advisors's ROBT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2024, closing a stake of 2,261 shares — an estimated $103K sold.

Resurgent Financial Advisors first reported a position in ROBT in Q4 2023 and held it in 1 quarter. The position peaked at $103K in Q4 2023. 131 funds tracked by Wall St. Rank hold ROBT as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,261 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2024, an estimated $103K.
  • Resurgent Financial Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $103K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.