Stonebridge Financial Planning Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-1,845	Closed	-$87K	–	312
2021 Q4	$87K	Sell	1,845 -400	-18%	-$22K	0.05%	176
2021 Q3	$129K	Buy	2,245 +1,945	+648%	+$106K	0.06%	146
2021 Q2	$16K	Buy	+300	New	+$15.9K	0.01%	320

Other funds holding ROBT

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

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

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

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFEC

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

Stonebridge Financial Planning Group's ROBT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2022, closing a stake of 1,845 shares — an estimated $87K sold.

Stonebridge Financial Planning Group first reported a position in ROBT in Q2 2021 and held it in 3 quarters. The position peaked at $129K in Q3 2021. 83 funds tracked by Wall St. Rank hold ROBT as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,845 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2022, an estimated $87K.
Stonebridge Financial Planning Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and held it in 3 quarters.
Stonebridge Financial Planning Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $129K in Q3 2021.
83 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.