Plotkin Financial 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
2026 Q1	$422K	Sell	9,139 -235	-3%	-$12K	0.21%	64
2025 Q4	$486K	Sell	9,374 -50	-0.5%	-$2.67K	0.24%	62
2025 Q3	$498K	Hold	9,424	–	–	0.25%	60
2025 Q2	$455K	Hold	9,424	–	–	0.25%	57
2025 Q1	$383K	Hold	9,424	–	–	0.24%	66
2024 Q4	$424K	Hold	9,424	–	–	0.25%	61
2024 Q3	$413K	Hold	9,424	–	–	0.25%	62
2024 Q2	$399K	Hold	9,424	–	–	0.26%	59
2024 Q1	$426K	Hold	9,424	–	–	0.28%	55
2023 Q4	$429K	Hold	9,424	–	–	0.33%	51
2023 Q3	$382K	Hold	9,424	–	–	0.34%	50
2023 Q2	$430K	Sell	9,424 -482	-5%	-$20.6K	0.36%	47
2023 Q1	$422K	Sell	9,906 -467	-5%	-$18.9K	0.39%	43
2022 Q4	$371K	Sell	10,373 -68	-0.7%	-$2.46K	0.38%	44
2022 Q3	$351K	Hold	10,441	–	–	0.36%	48
2022 Q2	$388K	Sell	10,441 -1,115	-10%	-$45.8K	0.37%	42
2022 Q1	$546K	Hold	11,556	–	–	0.38%	38
2021 Q4	$637K	Sell	11,556 -800	-6%	-$44.1K	0.4%	40
2021 Q3	$663K	Hold	12,356	–	–	0.39%	43
2021 Q2	$671K	Sell	12,356 -350	-3%	-$18.5K	0.37%	48
2021 Q1	$662K	Buy	12,706 +2,098	+20%	+$114K	0.4%	40
2020 Q4	$532K	Sell	10,608 -1,247	-11%	-$55.3K	0.35%	37
2020 Q3	$462K	Sell	11,855 -10,288	-46%	-$392K	0.51%	35
2020 Q2	$797K	Sell	22,143 -1,230	-5%	-$39.8K	0.68%	30
2020 Q1	$636K	Buy	23,373 +2,625	+13%	+$85.6K	0.77%	29
2019 Q4	$713K	Buy	+20,748	New	+$680K	0.66%	30