Values First Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Values First Advisors’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	-986	Closed	-$43.2K	–	281
2024 Q3	$43.2K	Buy	+986	New	+$41.6K	0.02%	245
2023 Q2	–	Sell	-1,061	Closed	-$45.2K	–	301
2023 Q1	$45.2K	Buy	+1,061	New	+$42.9K	0.03%	197

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Values First Advisors's ROBT Position: Q4 2024 in Review

Values First Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q4 2024, closing a stake of 986 shares — an estimated $43.2K sold.

Values First Advisors first reported a position in ROBT in Q1 2023 and held it in 2 quarters. The position peaked at $45.2K in Q1 2023. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

Values First Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 986 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q4 2024, an estimated $43.2K.
Values First Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2023 and held it in 2 quarters.
Values First Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $45.2K in Q1 2023.
146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.