A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 46,222 shares of FAD stock, worth $6.54 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
46,222
Holding current value
$6.54 Million
% of portfolio
3.7%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$118.04 - $133.6 $5.46 Million - $6.18 Million
46,222 New
46,222 $6.18 Billion
Q2 2024

Nov 14, 2024

SELL
$114.61 - $124.72 $41,947 - $45,647
-366 Reduced 0.78%
46,287 $5.7 Billion
Q1 2024

Nov 14, 2024

BUY
$108.58 - $124.6 $18,567 - $21,306
171 Added 0.37%
46,653 $5.81 Billion
Q4 2023

Nov 14, 2024

SELL
$92.91 - $113.46 $92 - $113
-1 Reduced -0.0%
46,482 $5.22 Billion
Q3 2023

Nov 14, 2024

BUY
$98.45 - $109.56 $24,612 - $27,390
250 Added 0.54%
46,483 $4.65 Billion
Q2 2023

Nov 14, 2024

SELL
$95.15 - $105.52 $293,537 - $325,529
-3,085 Reduced 6.26%
46,233 $4.88 Billion
Q1 2023

Nov 14, 2024

SELL
$92.96 - $102.29 $114,526 - $126,021
-1,232 Reduced 2.44%
49,318 $4.83 Billion
Q4 2022

Nov 14, 2024

SELL
$90.11 - $101.95 $212,479 - $240,398
-2,358 Reduced 4.46%
50,550 $4.79 Billion
Q3 2022

Nov 14, 2024

SELL
$89.21 - $106.53 $51,563 - $61,574
-578 Reduced 1.08%
52,908 $4.74 Billion
Q2 2022

Nov 14, 2024

SELL
$89.23 - $113.24 $449,094 - $569,936
-5,033 Reduced 8.6%
53,486 $4.9 Billion
Q1 2022

Nov 14, 2024

SELL
$102.79 - $124.4 $28,164 - $34,085
-274 Reduced 0.47%
58,519 $6.57 Billion
Q4 2021

Nov 14, 2024

SELL
$116.7 - $131.39 $223,363 - $251,480
-1,914 Reduced 3.15%
58,793 $7.38 Billion
Q3 2021

Nov 14, 2024

SELL
$114.06 - $125.49 $107,558 - $118,337
-943 Reduced 1.53%
60,707 $7.18 Billion
Q2 2021

Nov 14, 2024

SELL
$104.49 - $119.86 $10,866 - $12,465
-104 Reduced 0.17%
61,650 $7.37 Billion
Q1 2021

Nov 14, 2024

SELL
$102.28 - $118.03 $176,944 - $204,191
-1,730 Reduced 2.73%
61,754 $6.69 Billion
Q4 2020

Nov 14, 2024

BUY
$85.15 - $106.41 $1.95 Million - $2.44 Million
22,887 Added 56.38%
63,484 $6.59 Billion
Q3 2020

Nov 14, 2024

SELL
$78.05 - $89.92 $3.9 Million - $4.5 Million
-50,022 Reduced 55.2%
40,597 $3.49 Billion
Q2 2020

Nov 14, 2024

SELL
$56.44 - $78.52 $167,739 - $233,361
-2,972 Reduced 3.18%
90,619 $7.06 Billion
Q1 2020

Nov 14, 2024

SELL
$52.24 - $83.25 $144,809 - $230,769
-2,772 Reduced 2.88%
93,591 $5.66 Billion
Q4 2019

Nov 14, 2024

BUY
$71.3 - $77.47 $3.58 Million - $3.88 Million
50,141 Added 108.48%
96,363 $7.45 Billion

Others Institutions Holding FAD

About FIRST TR MULTI CAP GROWTH ALPH


  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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