PFA
Plotkin Financial Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$22K | 0.36% | 47 |
|
|
2023
Q1 | $422K | Sell |
9,906
-467
| -5% | -$19.9K | 0.39% | 43 |
|
|
2022
Q4 | $371K | Sell |
10,373
-68
| -0.7% | -$2.43K | 0.38% | 44 |
|
|
2022
Q3 | $351K | Hold |
10,441
| – | – | 0.36% | 48 |
|
|
2022
Q2 | $388K | Sell |
10,441
-1,115
| -10% | -$41.4K | 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% | -$19K | 0.37% | 48 |
|
|
2021
Q1 | $662K | Buy |
12,706
+2,098
| +20% | +$109K | 0.4% | 40 |
|
|
2020
Q4 | $532K | Sell |
10,608
-1,247
| -11% | -$62.5K | 0.35% | 37 |
|
|
2020
Q3 | $462K | Sell |
11,855
-10,288
| -46% | -$401K | 0.51% | 35 |
|
|
2020
Q2 | $797K | Sell |
22,143
-1,230
| -5% | -$44.3K | 0.68% | 30 |
|
|
2020
Q1 | $636K | Buy |
23,373
+2,625
| +13% | +$71.4K | 0.77% | 29 |
|
|
2019
Q4 | $713K | Buy |
+20,748
| New | +$713K | 0.66% | 30 |
|