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

SFI 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 Q4	–	Sell	-53,339	Closed	-$2.34M	–	96
2024 Q3	$2.34M	Sell	53,339 -51,697	-49%	-$2.18M	1.67%	27
2024 Q2	$4.45M	Buy	105,036 +4,330	+4%	+$185K	3.43%	10
2024 Q1	$4.56M	Buy	100,706 +9,275	+10%	+$414K	3.57%	10
2023 Q4	$4.16M	Buy	91,431 +21,922	+32%	+$899K	3.56%	9
2023 Q3	$2.82M	Buy	69,509 +3,230	+5%	+$141K	2.75%	15
2023 Q2	$3.03M	Buy	+66,279	New	+$2.84M	2.87%	14

Other funds holding ROBT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFI Advisors's ROBT Position: Q4 2024 in Review

SFI Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2024, closing a stake of 53,339 shares — an estimated $2.34M sold.

SFI Advisors first reported a position in ROBT in Q2 2023 and held it in 6 quarters. The position peaked at $4.56M in Q1 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

SFI Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2024 after selling out during the quarter.
SFI Advisors sold 53,339 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $2.34M.
SFI Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 6 quarters.
SFI Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.56M in Q1 2024.
146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on SFI Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.