GFEB — FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

Ownership history in Plotkin Financial Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY (GFEB). 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.

Peak position
0.6% (2025 Q1)
Avg. % of fund
0.53%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,527 -2,757 -10.9% 0.46% $936K $41.53
2025 Q3 REDUCED 25,284 -395 -1.5% 0.51% $1.0M $40.57
2025 Q2 REDUCED 25,679 -791 -3.0% 0.55% $1.0M $38.99
2025 Q1 INITIATED 26,470 — — 0.60% $973K $36.77
% of Fund (quarterly)    GFEB price (monthly, adj. close)

Other funds also holding GFEB

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 1.53% Tanglewood Legacy Advisors, LLC 3Y 1.06% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.97% American Alpha Advisors, LLC 0.86% SMART Wealth LLC 0.81% Chris Bulman Inc 0.64% IMG Wealth Management, Inc. 0.51% Clear Creek Financial Management, LLC 3Y 0.36% Per Stirling Capital Management, LLC. 3Y 0.35% Bullseye Investment Management, LLC 3Y 0.34%
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