WP
ROBT icon

WealthPLAN Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-289
Closed -$13.2K – 973
2023
Q2 		$13.2K Buy
+289
New +$12.4K ﹤0.01% 749

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WealthPLAN Partners's ROBT Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2023, closing a stake of 289 shares — an estimated $13.2K sold.

WealthPLAN Partners first reported a position in ROBT in Q2 2023 and held it in 1 quarter. The position peaked at $13.2K in Q2 2023. 125 funds tracked by Wall St. Rank hold ROBT as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 289 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2023, an estimated $13.2K.
  • WealthPLAN Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $13.2K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.