Plotkin Financial Advisors, LLC First Tr Fd Dow Jones Transaction History
Plotkin Financial Advisors, LLC
- $163 Billion
- Q1 2025
A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 16,535 shares of FDN stock, worth $4.4 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
16,535
Previous 16,506
0.18%
Holding current value
$4.4 Million
Previous $4.01 Billion
8.48%
% of portfolio
2.26%
Previous 2.38%
Shares
22 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$852 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$404 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$306 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$275 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$198 Million0.07% of portfolio