Plotkin Financial Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Plotkin Financial Advisors, LLC

$168 Billion
Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 34,491 shares of FXO stock, worth $1.82 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

34,491

Previous 34,786 0.85%

Holding current value

$1.82 Million

Previous $1.78 Billion 4.97%

% of portfolio

1.11%

Previous 1.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$50.63 - $59.0 $14,935 - $17,405	-295 Reduced 0.85%	34,491 $1.87 Billion
Q3 2024 Nov 14, 2024	BUY	$45.78 - $51.72 $1.59 Million - $1.8 Million	34,786 New	34,786 $1.78 Billion
Q2 2024 Nov 14, 2024	SELL	$43.95 - $47.69 $59,464 - $64,524	-1,353 Reduced 3.68%	35,447 $1.64 Billion
Q1 2024 Nov 14, 2024	SELL	$42.44 - $47.52 $19,861 - $22,239	-468 Reduced 1.26%	36,800 $1.75 Billion
Q4 2023 Nov 14, 2024	SELL	$35.41 - $43.72 $28,044 - $34,626	-792 Reduced 2.08%	37,268 $1.61 Billion
Q3 2023 Nov 14, 2024	SELL	$37.28 - $41.65 $9,543 - $10,662	-256 Reduced 0.67%	38,060 $1.44 Billion
Q2 2023 Nov 14, 2024	SELL	$33.55 - $38.94 $134,837 - $156,499	-4,019 Reduced 9.49%	38,316 $1.44 Billion
Q1 2023 Nov 14, 2024	SELL	$35.18 - $46.46 $123,411 - $162,981	-3,508 Reduced 7.65%	42,335 $1.58 Billion
Q4 2022 Nov 14, 2024	SELL	$37.54 - $43.96 $48,426 - $56,708	-1,290 Reduced 2.74%	45,843 $1.88 Billion
Q3 2022 Nov 14, 2024	SELL	$36.81 - $44.48 $5,484 - $6,627	-149 Reduced 0.32%	47,133 $1.73 Billion
Q2 2022 Nov 14, 2024	SELL	$37.52 - $45.99 $74,064 - $90,784	-1,974 Reduced 4.01%	47,282 $1.84 Billion
Q1 2022 Nov 14, 2024	BUY	$42.38 - $48.61 $30,640 - $35,145	723 Added 1.49%	49,256 $2.26 Billion
Q4 2021 Nov 14, 2024	SELL	$44.17 - $48.6 $307,820 - $338,693	-6,969 Reduced 12.56%	48,533 $2.25 Billion
Q3 2021 Nov 14, 2024	SELL	$41.42 - $46.05 $493,560 - $548,731	-11,916 Reduced 17.67%	55,502 $2.46 Billion
Q2 2021 Nov 14, 2024	BUY	$42.01 - $45.88 $990,385 - $1.08 Million	23,575 Added 53.77%	67,418 $2.94 Billion
Q1 2021 Nov 14, 2024	BUY	$33.85 - $42.86 $1.48 Million - $1.88 Million	43,843 New	43,843 $1.82 Billion
Q1 2020 Nov 14, 2024	SELL	$17.78 - $34.56 $2.05 Million - $3.99 Million	-115,395 Closed	0 $0
Q4 2019 Nov 14, 2024	BUY	$30.44 - $33.57 $2.45 Million - $2.71 Million	80,609 Added 231.73%	115,395 $3.87 Billion

Others Institutions Holding FXO

# of Institutions

241

Shares Held

30M

Call Options Held

7.5K

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

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.

Account

Plotkin Financial Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History