TAP Consulting’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

TAP Consulting’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 Q4	–	Sell	-30,338	Closed	-$1.33M	–	160
2024 Q3	$1.33M	Sell	30,338 -14,025	-32%	-$591K	0.26%	94
2024 Q2	$1.88M	Buy	44,363 +1,991	+5%	+$85.3K	0.4%	75
2024 Q1	$1.92M	Buy	42,372 +4,649	+12%	+$207K	0.42%	69
2023 Q4	$1.72M	Buy	37,723 +2,664	+8%	+$109K	0.41%	65
2023 Q3	$1.42M	Buy	35,059 +529	+2%	+$23K	0.37%	78
2023 Q2	$1.58M	Buy	34,530 +3,860	+13%	+$165K	0.39%	68
2023 Q1	$1.31M	Buy	+30,670	New	+$1.24M	0.32%	73

Other funds holding ROBT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAP Consulting's ROBT Position: Q4 2024 in Review

TAP Consulting sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2024, closing a stake of 30,338 shares — an estimated $1.33M sold.

TAP Consulting first reported a position in ROBT in Q1 2023 and held it in 7 quarters. The position peaked at $1.92M in Q1 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

TAP Consulting reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2024 after selling out during the quarter.
TAP Consulting sold 30,338 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $1.33M.
TAP Consulting first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and held it in 7 quarters.
TAP Consulting's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.92M in Q1 2024.
146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.