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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-33,350
Closed -$1.42M 287
2023
Q1
$1.42M Buy
33,350
+178
+0.5% +$7.2K 0.14% 127
2022
Q4
$1.18M Buy
33,172
+294
+0.9% +$10.6K 0.13% 134
2022
Q3
$1.11M Buy
32,878
+126
+0.4% +$4.87K 0.12% 135
2022
Q2
$1.22M Buy
32,752
+344
+1% +$14.1K 0.13% 132
2022
Q1
$1.53M Buy
32,408
+2,743
+9% +$132K 0.14% 134
2021
Q4
$1.63M Buy
29,665
+2,900
+11% +$160K 0.13% 145
2021
Q3
$1.44M Buy
26,765
+1,000
+4% +$54.6K 0.12% 151
2021
Q2
$1.4M Sell
25,765
-50
-0.2% -$2.64K 0.12% 151
2021
Q1
$1.4M Sell
25,815
-500
-2% -$27.1K 0.12% 149
2020
Q4
$1.32M Sell
26,315
-140
-0.5% -$6.21K 0.13% 146
2020
Q3
$1.03M Sell
26,455
-11,645
-31% -$444K 0.11% 155
2020
Q2
$1.21M Buy
38,100
+14,285
+60% +$462K 0.17% 99
2020
Q1
$648K Buy
23,815
+15
+0.1% +$489 0.11% 118
2019
Q4
$818K Sell
23,800
-145
-0.6% -$4.75K 0.12% 118
2019
Q3
$757K Buy
23,945
+1,250
+6% +$40.4K 0.12% 120
2019
Q2
$752K Buy
22,695
+2,625
+13% +$85.4K 0.12% 125
2019
Q1
$640K Buy
20,070
+375
+2% +$11.2K 0.1% 133
2018
Q4
$507K Buy
+19,695
New +$555K 0.09% 132

Other funds holding ROBT