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

Plotkin Financial Advisors, LLC

$163 Billion
Q1 2025

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 30,333 shares of FPEI stock, worth $567,227. This represents 0.35% of its overall portfolio holdings.

Number of Shares

30,333

Previous 20,189 50.25%

Holding current value

$567,227

Previous $378 Million 50.25%

% of portfolio

0.35%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$18.54 - $18.88 $188,069 - $191,518	10,144 Added 50.25%	30,333 $567 Million
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

194

Shares Held

69.2M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

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