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Strategic Financial Concepts’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-11,961
Closed -$285 – 615
2024
Q2 		$285 Buy
+11,961
New +$512K ﹤0.01% 687

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Strategic Financial Concepts's ROBT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 11,961 shares — an estimated $285 sold.

Strategic Financial Concepts first reported a position in ROBT in Q2 2024 and held it in 1 quarter. The position peaked at $285 in Q2 2024. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,961 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $285.
  • Strategic Financial Concepts first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $285 in Q2 2024.
  • 137 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.