Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF (ROBT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,374 | -50 | -0.5% | 0.24% | $486K | $51.87 |
| 2025 Q3 | UNCHANGED | 9,424 | — | 0% | 0.25% | $498K | $52.89 |
| 2025 Q2 | UNCHANGED | 9,424 | — | 0% | 0.25% | $455K | $48.30 |
| 2025 Q1 | UNCHANGED | 9,424 | — | 0% | 0.24% | $383K | $40.67 |
| 2024 Q4 | REDUCED | 9,424 | -11,324 | -54.6% | 0.25% | $424K | $45.04 |
| 2024 Q3 | INITIATED | 20,748 | — | — | 0.66% | $713K | $43.58 |
As of 2025 Q4 — sorted by position size