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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$909K	Sell	20,645 -1,882	-8%	-$81.5K	0.38%	45
2026 Q1	$926K	Hold	22,527	–	–	0.46%	39
2025 Q4	$936K	Sell	22,527 -2,757	-11%	-$113K	0.46%	42
2025 Q3	$1.03M	Sell	25,284 -395	-2%	-$15.7K	0.51%	36
2025 Q2	$1M	Sell	25,679 -791	-3%	-$29.5K	0.55%	34
2025 Q1	$973K	Buy	+26,470	New	+$992K	0.6%	34

Other funds holding GFEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Plotkin Financial Advisors's GFEB Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 8.4% in Q2 2026, selling an estimated $81.5K and leaving 20,645 shares worth $909K. The position accounts for 0.38% of the portfolio, ranked #45.

Plotkin Financial Advisors first reported a position in GFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 117 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Plotkin Financial Advisors held 20,645 shares of FT Vest US Equity Moderate Buffer ETF February worth $909K as of Q2 2026.
Plotkin Financial Advisors sold 1,882 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $81.5K.
FT Vest US Equity Moderate Buffer ETF February made up 0.38% of Plotkin Financial Advisors's portfolio in Q2 2026, its #45 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
Plotkin Financial Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $1.03M in Q3 2025.
117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.