Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in FIRST TRUST FINANCIALS ALPHADEX FUND (FXO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,651 | -82 | -0.2% | 0.99% | $2.0M | $60.35 |
| 2025 Q3 | REDUCED | 33,733 | -83 | -0.2% | 0.99% | $2.0M | $59.05 |
| 2025 Q2 | REDUCED | 33,816 | -466 | -1.4% | 1.05% | $1.9M | $55.51 |
| 2025 Q1 | REDUCED | 34,282 | -209 | -0.6% | 1.12% | $1.8M | $52.27 |
As of 2025 Q4 — sorted by position size