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Spectrum Wealth Advisory Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Spectrum Wealth Advisory Group’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
2025
Q1 		– Sell
-5,462
Closed -$246K – 59
2024
Q4 		$246K Sell
5,462
-15,694
-74% -$713K 0.12% 49
2024
Q3 		$926K Sell
21,156
-83,654
-80% -$3.53M 0.52% 23
2024
Q2 		$4.44M Buy
104,810
+7,182
+7% +$308K 4.75% 7
2024
Q1 		$4.42M Buy
97,628
+5,087
+5% +$227K 5.08% 7
2023
Q4 		$4.21M Buy
+92,541
New +$3.8M 5.2% 7
2022
Q4 		– Sell
-104,941
Closed -$3.53M – 34
2022
Q3 		$3.53M Buy
104,941
+4,032
+4% +$156K 4.44% 9
2022
Q2 		$3.75M Buy
100,909
+4,693
+5% +$193K 4.18% 9
2022
Q1 		$4.55M Buy
96,216
+33,981
+55% +$1.64M 4.39% 9
2021
Q4 		$3.43M Buy
62,235
+1,869
+3% +$103K 3.05% 11
2021
Q3 		$3.24M Buy
60,366
+2,746
+5% +$150K 3.2% 11
2021
Q2 		$3.13M Buy
57,620
+12,074
+27% +$639K 3.06% 10
2021
Q1 		$2.37M Buy
+45,546
New +$2.47M 2.27% 13

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spectrum Wealth Advisory Group's ROBT Position: Q1 2025 in Review

Spectrum Wealth Advisory Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2025, closing a stake of 5,462 shares — an estimated $246K sold.

Spectrum Wealth Advisory Group first reported a position in ROBT in Q1 2021 and held it in 12 quarters. The position peaked at $4.55M in Q1 2022. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

  • Spectrum Wealth Advisory Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 5,462 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $246K.
  • Spectrum Wealth Advisory Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and held it in 12 quarters.
  • Spectrum Wealth Advisory Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.55M in Q1 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2025, filed 15 May 2025.