Total Clarity Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Total Clarity Wealth Management’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	-26,824	Closed	-$1.14M	–	282
2024 Q2	$1.14M	Buy	+26,824	New	+$1.15M	0.39%	67
2022 Q1	–	Sell	-50	Closed	-$3K	–	753
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	888
2021 Q3	$3K	Buy	+50	New	+$2.73K	﹤0.01%	899
2021 Q2	–	Sell	-50	Closed	-$3K	–	623
2021 Q1	$3K	Buy	+50	New	+$2.71K	﹤0.01%	761

Other funds holding ROBT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Total Clarity Wealth Management's ROBT Position: Q3 2024 in Review

Total Clarity Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 26,824 shares — an estimated $1.14M sold.

Total Clarity Wealth Management first reported a position in ROBT in Q1 2021 and held it in 4 quarters. The position peaked at $1.14M in Q2 2024. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

Total Clarity Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 26,824 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $1.14M.
Total Clarity Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.14M 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 Total Clarity Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.