Plotkin Financial Advisors, LLC First Trust Small Cap Growth A Transaction History

Plotkin Financial Advisors, LLC

$167 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Nov 14, 2024	SELL	$62.37 - $75.14 $4.53 Million - $5.45 Million	-72,564 Closed	0 $0
Q4 2021 Nov 14, 2024	SELL	$70.02 - $80.47 $449,738 - $516,858	-6,423 Reduced 8.13%	72,564 $5.41 Billion
Q3 2021 Nov 14, 2024	SELL	$67.32 - $74.23 $1.13 Million - $1.25 Million	-16,799 Reduced 17.54%	78,987 $5.65 Billion
Q2 2021 Nov 14, 2024	SELL	$65.65 - $74.13 $20,942 - $23,647	-319 Reduced 0.33%	95,786 $7.02 Billion
Q1 2021 Nov 14, 2024	BUY	$61.1 - $75.91 $5.87 Million - $7.3 Million	96,105 New	96,105 $6.7 Billion
Q1 2020 Nov 14, 2024	SELL	$27.59 - $48.63 $381,624 - $672,650	-13,832 Closed	0 $0
Q4 2019 Nov 14, 2024	BUY	$42.61 - $46.83 $589,381 - $647,752	13,832 New	13,832 $646 Million

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$41.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$19.7 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.3 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

Track This Portfolio

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.