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Trivium Point Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Trivium Point Advisory’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
-22,983
Closed -$973K – 340
2024
Q2 		$973K Buy
+22,983
New +$984K 0.15% 157

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

Trivium Point Advisory's ROBT Position: Q3 2024 in Review

Trivium Point Advisory sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2024, closing a stake of 22,983 shares — an estimated $973K sold.

Trivium Point Advisory first reported a position in ROBT in Q2 2024 and held it in 1 quarter. The position peaked at $973K in Q2 2024. 137 funds tracked by Wall St. Rank hold ROBT as of Q3 2024.

  • Trivium Point Advisory reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2024 after selling out during the quarter.
  • Trivium Point Advisory sold 22,983 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2024, an estimated $973K.
  • Trivium Point Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2024 and held it in 1 quarter.
  • Trivium Point Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $973K 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 Trivium Point Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.