Ownership history in Plotkin Financial Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in FT VEST US EQUITY BUFFER ETF - JANUARY (FJAN). 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 | 74,803 | -1,005 | -1.3% | 1.89% | $3.9M | $51.75 |
| 2025 Q3 | REDUCED | 75,808 | -162 | -0.2% | 1.88% | $3.8M | $50.15 |
| 2025 Q2 | ADDED | 75,970 | +1,008 | +1.3% | 1.99% | $3.6M | $47.55 |
| 2025 Q1 | ADDED | 74,962 | +4,564 | +6.5% | 2.04% | $3.3M | $44.35 |
| 2024 Q4 | INITIATED | 70,398 | — | — | 1.92% | $3.2M | $45.90 |
As of 2025 Q4 — sorted by position size