Plotkin Financial Advisors, LLC First Tr Fd Dow Jones Transaction History
Plotkin Financial Advisors, LLC
- $181 Billion
- Q2 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 16,238 shares of FDN stock, worth $4.54 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
16,238
Previous 16,535
1.8%
Holding current value
$4.54 Million
Previous $3.67 Billion
19.06%
% of portfolio
2.41%
Previous 2.26%
Shares
23 transactions
Others Institutions Holding FDN
# of Institutions
657Shares Held
16.4MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$880 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$379 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$275 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$207 Million0.07% of portfolio
-
Ubs Group Ag723KShares$202 Million0.04% of portfolio