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

Plotkin Financial Advisors’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-26,861
Closed -$985K – 92
2021
Q3 		$985K Sell
26,861
-2,021
-7% -$74.7K 0.59% 34
2021
Q2 		$1.05M Buy
28,882
+625
+2% +$22.3K 0.58% 41
2021
Q1 		$974K Buy
+28,257
New +$950K 0.6% 33

Other funds holding FFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Plotkin Financial Advisors's FFEB Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2021, closing a stake of 26,861 shares — an estimated $985K sold.

Plotkin Financial Advisors first reported a position in FFEB in Q1 2021 and held it in 3 quarters. The position peaked at $1.05M in Q2 2021. 69 funds tracked by Wall St. Rank hold FFEB as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 26,861 FT Vest US Equity Buffer ETF February shares in Q4 2021, an estimated $985K.
  • Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q1 2021 and held it in 3 quarters.
  • Plotkin Financial Advisors's FT Vest US Equity Buffer ETF February position peaked at $1.05M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.