Steward Partners Investment Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
2,805
-337
| -11% | -$16.3K | ﹤0.01% | 1944 |
|
|
2025
Q1 | $128K | Hold |
3,142
| – | – | ﹤0.01% | 1878 |
|
|
2024
Q4 | $142K | Sell |
3,142
-63
| -2% | -$2.84K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $140K | Sell |
3,205
-384
| -11% | -$16.8K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $152K | Sell |
3,589
-575
| -14% | -$24.3K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $188K | Sell |
4,164
-13,688
| -77% | -$619K | ﹤0.01% | 1462 |
|
|
2023
Q4 | $813K | Sell |
17,852
-657
| -4% | -$29.9K | 0.01% | 799 |
|
|
2023
Q3 | $750K | Sell |
18,509
-3,745
| -17% | -$152K | 0.01% | 775 |
|
|
2023
Q2 | $1.02M | Buy |
22,254
+18,961
| +576% | +$866K | 0.02% | 686 |
|
|
2023
Q1 | $140K | Buy |
3,293
+2,459
| +295% | +$105K | ﹤0.01% | 1436 |
|
|
2022
Q4 | $29.8K | Sell |
834
-394
| -32% | -$14.1K | ﹤0.01% | 2053 |
|
|
2022
Q3 | $41K | Sell |
1,228
-1,000
| -45% | -$33.4K | ﹤0.01% | 1885 |
|
|
2022
Q2 | $83K | Sell |
2,228
-700
| -24% | -$26.1K | ﹤0.01% | 1572 |
|
|
2022
Q1 | $138K | Sell |
2,928
-91
| -3% | -$4.29K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $166K | Hold |
3,019
| – | – | ﹤0.01% | 1387 |
|
|
2021
Q3 | $162K | Buy |
3,019
+118
| +4% | +$6.33K | ﹤0.01% | 1355 |
|
|
2021
Q2 | $157K | Sell |
2,901
-3,224
| -53% | -$174K | ﹤0.01% | 1726 |
|
|
2021
Q1 | $319K | Buy |
6,125
+3,725
| +155% | +$194K | 0.01% | 1066 |
|
|
2020
Q4 | $120K | Hold |
2,400
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q3 | $93K | Buy |
+2,400
| New | +$93K | ﹤0.01% | 1252 |
|