Plotkin Financial Advisors, LLC GFEB β€” FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

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

AI Ownership Summary

Plotkin Financial Advisors, LLC reported FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY (GFEB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q1. The latest visible filing shows GFEB at 0.46% 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 GFEB 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 US EQUITY MODERATE BUFFER ETF FEBRUARY, 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

GFEB was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% 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
2025 Q1 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 GFEB β€” position size vs. price
% of Fund (quarterly)    GFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.9% -1.1% βœ… 22,527 -2,757 -10.9% 0.46% $936K 2026-02-14 (Est.) $42.03
2025 Q3 REDUCED β€” β€” β€” 25,284 -395 -1.5% 0.51% $1.0M 2025-11-14 $40.79
2025 Q2 REDUCED β€” β€” β€” 25,679 -791 -3.0% 0.55% $1.0M 2025-08-11 $39.61
2025 Q1 INITIATED β€” β€” β€” 26,470 β€” β€” 0.60% $973K 2025-05-15 $37.89

FAQ About Plotkin Financial Advisors, LLC and GFEB

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 GFEB?

Plotkin Financial Advisors, LLC reported GFEB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for GFEB was 0.60% in 2025 Q1.

What is the latest reported GFEB position on this page?

The most recent filing on this page is 2025 Q4, when Plotkin Financial Advisors, LLC reported 22,527 shares, equal to 0.46% of portfolio, with an estimated market value of $936K.

What does the chart on this GFEB ownership page compare?

The chart compares Plotkin Financial Advisors, LLC's quarterly GFEB 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.

How well did Plotkin Financial Advisors, LLC time their GFEB position?

Based on 13F filing dates vs. subsequent GFEB price moves, Plotkin Financial Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on GFEB relative to SPY over the holding period was -6.3%.

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