Plotkin Financial Advisors, LLC FJUN β€” FT VEST U.S. EQUITY BUFFER ETF - JUNE

Ownership history in Plotkin Financial Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Plotkin Financial Advisors, LLC reported FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q1. The latest visible filing shows FJUN at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plotkin Financial Advisors, LLC's position in FT VEST U.S. EQUITY BUFFER ETF - JUNE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FJUN was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plotkin Financial Advisors, LLC held FJUN β€” position size vs. price
% of Fund (quarterly)    FJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 10,509 β€” 0% 0.29% $600K 2026-02-14 (Est.) $57.30
2025 Q3 UNCHANGED β€” β€” β€” 10,509 β€” 0% 0.29% $588K 2025-11-14 $56.05
2025 Q2 UNCHANGED β€” β€” β€” 10,509 β€” 0% 0.31% $564K 2025-08-11 $54.53
2025 Q1 UNCHANGED β€” β€” β€” 10,509 β€” 0% 0.32% $524K 2025-05-15 $51.93
2024 Q4 INITIATED β€” β€” β€” 10,509 β€” β€” 0.32% $540K 2025-03-06 $50.75

FAQ About Plotkin Financial Advisors, LLC and FJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plotkin Financial Advisors, LLC reported owning FJUN?

Plotkin Financial Advisors, LLC reported FJUN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FJUN position in Plotkin Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for FJUN was 0.32% in 2025 Q1.

What is the latest reported FJUN position on this page?

The most recent filing on this page is 2025 Q4, when Plotkin Financial Advisors, LLC reported 10,509 shares, equal to 0.29% of portfolio, with an estimated market value of $600K.

What does the chart on this FJUN ownership page compare?

The chart compares Plotkin Financial Advisors, LLC's quarterly FJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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