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Concourse Financial Group Securities’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Concourse Financial Group Securities’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$5.15K – 820
2024
Q4 		$5.15K Buy
+150
New +$5.03K ﹤0.01% 1875

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
FWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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LAS
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Concourse Financial Group Securities's GDEC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2025, closing a stake of 150 shares — an estimated $5.15K sold.

Concourse Financial Group Securities first reported a position in GDEC in Q4 2024 and held it in 1 quarter. The position peaked at $5.15K in Q4 2024. 101 funds tracked by Wall St. Rank hold GDEC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 150 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2025, an estimated $5.15K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's FT Vest US Equity Moderate Buffer ETF December position peaked at $5.15K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.