Plotkin Financial Advisors, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1826394
CHEVY CHASE, MD
All Filings in FPEI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $916,484 | 48,236 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 FPEI | $864,813 | 44,601 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 FPEI | $722,832 | 37,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FPEI | $553,235 | 29,133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 FPEI | $567,227 | 30,333 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FPEI | $377,534 | 20,189 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 FPEI | $397,571 | 20,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FPEI | $489,983 | 26,673 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 FPEI | $447,720 | 24,573 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 FPEI | $335,810 | 18,834 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||