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

Plotkin 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
2026
Q2 		$502K Sell
8,918
-221
-2% -$11.8K 0.21% 63
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

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plotkin Financial Advisors's ROBT Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.4% in Q2 2026, selling an estimated $11.8K and leaving 8,918 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #63.

Plotkin Financial Advisors first reported a position in ROBT in Q4 2019 and has held it in 27 quarters since. The position peaked at $797K in Q2 2020. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Plotkin Financial Advisors held 8,918 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $502K as of Q2 2026.
  • Plotkin Financial Advisors sold 221 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $11.8K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.21% of Plotkin Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $797K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.