Plotkin Financial Advisors, LLC First Tr Fd Dow Jones Transaction History

Plotkin Financial Advisors, LLC

$202 Billion
Q3 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 16,237 shares of FDN stock, worth $4.37 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

16,237

Previous 16,238 0.01%

Holding current value

$4.37 Million

Previous $4.37 Billion 3.9%

% of portfolio

2.25%

Previous 2.41%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$264.06 - $287.34 $264 - $287	-1 Reduced 0.01%	16,237 $4.54 Billion
Q2 2025 Aug 08, 2025	SELL	$200.29 - $269.33 $59,486 - $79,991	-297 Reduced 1.8%	16,238 $4.37 Billion
Q1 2025 May 15, 2025	BUY	$221.38 - $266.86 $6,420 - $7,738	29 Added 0.18%	16,535 $3.67 Billion
Q4 2024 Mar 05, 2025	SELL	$210.5 - $257.24 $58,519 - $71,512	-278 Reduced 1.66%	16,506 $4.01 Billion
Q3 2024 Nov 14, 2024	BUY	$183.68 - $212.48 $3.08 Million - $3.57 Million	16,784 New	16,784 $3.56 Billion

Q2 2024 Nov 14, 2024	SELL	$192.91 - $207.84 $22,184 - $23,901	-115 Reduced 0.68%	16,829 $3.45 Billion
Q1 2024 Nov 14, 2024	SELL	$179.04 - $206.29 $12,532 - $14,440	-70 Reduced 0.41%	16,944 $3.48 Billion
Q4 2023 Nov 14, 2024	SELL	$147.79 - $188.39 $33,991 - $43,329	-230 Reduced 1.33%	17,014 $3.17 Billion
Q3 2023 Nov 14, 2024	SELL	$156.69 - $174.63 $4,230 - $4,715	-27 Reduced 0.16%	17,244 $2.75 Billion
Q2 2023 Nov 14, 2024	SELL	$137.79 - $164.55 $107,751 - $128,678	-782 Reduced 4.33%	17,271 $2.82 Billion
Q1 2023 Nov 14, 2024	SELL	$121.41 - $153.27 $86,565 - $109,281	-713 Reduced 3.8%	18,053 $2.67 Billion
Q4 2022 Nov 14, 2024	SELL	$116.11 - $135.9 $255,442 - $298,980	-2,200 Reduced 10.49%	18,766 $2.31 Billion
Q3 2022 Nov 14, 2024	SELL	$125.09 - $155.93 $72,176 - $89,971	-577 Reduced 2.68%	20,966 $2.65 Billion
Q2 2022 Nov 14, 2024	SELL	$122.23 - $195.51 $259,372 - $414,872	-2,122 Reduced 8.97%	21,543 $2.74 Billion
Q1 2022 Nov 14, 2024	SELL	$162.73 - $226.47 $87,223 - $121,387	-536 Reduced 2.21%	23,665 $4.45 Billion
Q4 2021 Nov 14, 2024	SELL	$219.19 - $250.48 $1.27 Million - $1.46 Million	-5,816 Reduced 19.38%	24,201 $5.47 Billion
Q3 2021 Nov 14, 2024	SELL	$235.18 - $252.25 $67,026 - $71,891	-285 Reduced 0.94%	30,017 $7.08 Billion
Q2 2021 Nov 14, 2024	SELL	$210.08 - $246.6 $1.74 Million - $2.04 Million	-8,286 Reduced 21.47%	30,302 $7.42 Billion
Q1 2021 Nov 14, 2024	SELL	$206.49 - $243.18 $1.35 Million - $1.59 Million	-6,535 Reduced 14.48%	38,588 $8.42 Billion
Q4 2020 Nov 14, 2024	BUY	$186.35 - $219.82 $1.37 Million - $1.61 Million	7,329 Added 19.39%	45,123 $9.58 Billion
Q3 2020 Nov 14, 2024	SELL	$174.48 - $206.48 $3.73 Million - $4.41 Million	-21,368 Reduced 36.12%	37,794 $7.12 Billion
Q2 2020 Nov 14, 2024	BUY	$117.99 - $172.68 $259,460 - $379,723	2,199 Added 3.86%	59,162 $10.1 Billion
Q1 2020 Nov 14, 2024	SELL	$107.38 - $154.58 $486,216 - $699,938	-4,528 Reduced 7.36%	56,963 $7.05 Billion
Q4 2019 Nov 14, 2024	BUY	$129.54 - $140.43 $5.79 Million - $6.28 Million	44,707 Added 266.37%	61,491 $8.55 Billion

Others Institutions Holding FDN

# of Institutions

646

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Plotkin Financial Advisors, LLC First Tr Fd Dow Jones Transaction History