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

WMG Financial 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
2022
Q1 		– Sell
-4,144
Closed -$228K – 186
2021
Q4 		$228K Buy
+4,144
New +$228K 0.18% 146

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

WMG Financial Advisors's ROBT Position: Q1 2022 in Review

WMG Financial Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2022, closing a stake of 4,144 shares — an estimated $228K sold.

WMG Financial Advisors first reported a position in ROBT in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 83 funds tracked by Wall St. Rank hold ROBT as of Q1 2022.

  • WMG Financial Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 4,144 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2022, an estimated $228K.
  • WMG Financial Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and held it in 1 quarter.
  • WMG Financial Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $228K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.