Plotkin Financial Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Plotkin Financial Advisors’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,606	Closed	-$421K	–	71
2020 Q3	$421K	Sell	13,606 -13,918	-51%	-$428K	0.46%	38
2020 Q2	$822K	Sell	27,524 -13,928	-34%	-$405K	0.7%	29
2020 Q1	$1.14M	Buy	+41,452	New	+$1.17M	1.39%	19

Other funds holding DFEB

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Plotkin Financial Advisors's DFEB Position: Q4 2020 in Review

Plotkin Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2020, closing a stake of 13,606 shares — an estimated $421K sold.

Plotkin Financial Advisors first reported a position in DFEB in Q1 2020 and held it in 3 quarters. The position peaked at $1.14M in Q1 2020. 79 funds tracked by Wall St. Rank hold DFEB as of Q4 2020.

Plotkin Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2020 after selling out during the quarter.
Plotkin Financial Advisors sold 13,606 FT Vest US Equity Deep Buffer ETF February shares in Q4 2020, an estimated $421K.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 3 quarters.
Plotkin Financial Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $1.14M in Q1 2020.
79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2020.

Based on Plotkin Financial Advisors's 13F filing for Q4 2020, filed 15 Nov 2024.