Plotkin Financial Advisors, LLC Closed Holding Positions

Plotkin Financial Advisors, LLC

  • $167 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2020 Filed on Nov 14, 2024
1,645
$135.58 - $225.25 $223K - $371K
PTN
Palatin Technologies Inc

Healthcare
Q4 2021 Filed on Nov 14, 2024
22,500
$0.34 - $0.86 $7.65K - $19.4K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2021 Filed on Nov 14, 2024
2,770
$101.87 - $102.03 $282K - $283K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2022 Filed on Nov 14, 2024
4,410
$39.11 - $45.8 $172K - $202K
FYC
First Trust Small Cap Growth A

ETFs
Q1 2022 Filed on Nov 14, 2024
72,564
$62.37 - $75.14 $4.53M - $5.45M
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Nov 14, 2024
10,325
$17.23 - $19.08 $178K - $197K
BRSP
Bright Spire Capital, Inc.

Real Estate
Q2 2022 Filed on Nov 14, 2024
16,837
$7.15 - $9.29 $120K - $156K
FV
First Trust Dorsey Wright Focu

ETFs
Q1 2020 Filed on Nov 14, 2024
6,462
$22.4 - $33.96 $145K - $219K
DVOL
First Tr ETF Vi Dorsey Wright
Q1 2020 Filed on Nov 14, 2024
10,508
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2020 Filed on Nov 14, 2024
11,030
$60.02 - $60.09 $662K - $663K
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2020 Filed on Nov 14, 2024
4,662
$45.01 - $64.77 $210K - $302K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2020 Filed on Nov 14, 2024
3,416
$41.56 - $74.15 $142K - $253K
FAB
First Tr Multi Cap Value Alpha

ETFs
Q2 2020 Filed on Nov 14, 2024
11,134
$33.22 - $55.38 $370K - $617K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q1 2021 Filed on Nov 14, 2024
2,798
$156.06 - $184.84 $437K - $517K
Portfolioplus S&P 500 ETF
Q3 2020 Filed on Nov 14, 2024
18,439
N/A
KOMP
Spdr S&P Kensho New Economies

ETFs
Q1 2022 Filed on Nov 14, 2024
32,516
$46.39 - $59.58 $1.51M - $1.94M
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2020 Filed on Nov 14, 2024
1,250
$124.74 - $194.95 $156K - $244K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Nov 14, 2024
1,165
$292.08 - $329.01 $340K - $383K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2020 Filed on Nov 14, 2024
22,461
$86.32 - $86.46 $1.94M - $1.94M
NYC
New York City Reit, Inc.

Real Estate
Q2 2022 Filed on Nov 14, 2024
72,626
$5.01 - $13.18 $364K - $957K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2020 Filed on Nov 14, 2024
8,352
$28.3 - $34.03 $236K - $284K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 14, 2024
3,618
$73.87 - $92.86 $267K - $336K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Nov 14, 2024
2,081
$91.87 - $125.12 $191K - $260K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Nov 14, 2024
2,501
$117.89 - $161.28 $295K - $403K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Nov 14, 2024
20,234
$22.98 - $41.0 $465K - $830K
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2023 Filed on Nov 14, 2024
801
$215.49 - $293.34 $173K - $235K
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2022 Filed on Nov 14, 2024
54,316
$40.88 - $56.9 $2.22M - $3.09M
Ubs Etracs M Py 2 Xlvg Wf Mlp Ex Engy Etn
Q1 2020 Filed on Nov 14, 2024
125,452
N/A
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2020 Filed on Nov 14, 2024
9,570
$51.34 - $85.72 $491K - $820K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q4 2020 Filed on Nov 14, 2024
13,606
$30.56 - $32.38 $416K - $441K
MLPA
Global X Mlp ETF

ETFs
Q2 2020 Filed on Nov 14, 2024
10,000
$18.42 - $34.9 $184K - $349K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q1 2024 Filed on Nov 14, 2024
4,905
$45.81 - $63.13 $225K - $310K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q4 2021 Filed on Nov 14, 2024
9,212
$52.94 - $53.71 $488K - $495K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Nov 14, 2024
1,521
$145.27 - $164.78 $221K - $251K
QLD
Proshares Ultra Qqq

ETFs
Q1 2024 Filed on Nov 14, 2024
10,484
$71.08 - $88.61 $745K - $929K
FSCO
Fs Cr Opportunities Corp Com
Q2 2022 Filed on Nov 14, 2024
10,855
N/A
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