Plotkin Financial Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Plotkin Financial Advisors, LLC

  • $168 Billion
  • Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 20,189 shares of FPEI stock, worth $378,745. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,189
Previous 20,848 3.16%
Holding current value
$378,745
Previous $398 Million 5.04%
% of portfolio
0.22%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 05, 2025
SELL
$18.62 - $19.05 $12,270 - $12,553
-659 Reduced 3.16%
20,189 $378 Million
Q3 2024

Nov 14, 2024
BUY
$18.36 - $19.08 $382,769 - $397,779
20,848 New
20,848 $398 Million
Q2 2024

Nov 14, 2024
BUY
$17.91 - $18.43 $37,611 - $38,703
2,100 Added 8.55%
26,673 $490 Million
Q1 2024

Nov 14, 2024
BUY
$17.7 - $18.26 $101,580 - $104,794
5,739 Added 30.47%
24,573 $448 Million
Q4 2023

Nov 14, 2024
SELL
$16.46 - $17.9 $33,150 - $36,050
-2,014 Reduced 9.66%
18,834 $336 Million

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
65.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Plotkin Financial Advisors, LLC Portfolio

Follow Plotkin Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plotkin Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plotkin Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email