Sowell Financial Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-20	Closed	-$1K	–	2256
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	3001
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	2612
2020 Q3	$1K	Buy	+20	New	+$762	﹤0.01%	2418

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return

Sowell Financial Services's ROBT Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in ROBT in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 77 funds tracked by Wall St. Rank hold ROBT as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 20 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2020 and held it in 3 quarters.
Sowell Financial Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1K in Q1 2021.
77 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.