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

YHB Investment 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
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

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

YHB Investment Advisors's ROBT Position: Q2 2023 in Review

YHB Investment Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2023, closing a stake of 33,350 shares — an estimated $1.42M sold.

YHB Investment Advisors first reported a position in ROBT in Q4 2018 and held it in 18 quarters. The position peaked at $1.63M in Q4 2021. 103 funds tracked by Wall St. Rank hold ROBT as of Q2 2023.

  • YHB Investment Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 33,350 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2023, an estimated $1.42M.
  • YHB Investment Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2018 and held it in 18 quarters.
  • YHB Investment Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.63M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2023.

Based on YHB Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.