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

93

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$42.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20.3 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$20 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.6 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15.3 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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