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WR Wealth Planners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

WR Wealth Planners’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 		$901 Hold
20
– – ﹤0.01% 943
2024
Q3 		$876 Hold
20
– – ﹤0.01% 983
2024
Q2 		$847 Hold
20
– – ﹤0.01% 977
2024
Q1 		$905 Buy
+20
New +$892 ﹤0.01% 979

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's ROBT Position: Q4 2024 in Review

WR Wealth Planners held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q4 2024 at 20 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #943.

WR Wealth Planners first reported a position in ROBT in Q1 2024 and has held it in 4 quarters since. The position peaked at $905 in Q1 2024. 146 funds tracked by Wall St. Rank hold ROBT as of Q4 2024.

  • WR Wealth Planners held 20 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $901 as of Q4 2024.
  • WR Wealth Planners left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q4 2024.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #943 holding.
  • WR Wealth Planners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $905 in Q1 2024.
  • 146 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.