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

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,334
Closed -$50.4K – 830
2024
Q4 		$50.4K Hold
1,334
– – ﹤0.01% 1219
2024
Q3 		$48.7K Hold
1,334
– – ﹤0.01% 1195
2024
Q2 		$47.3K Sell
1,334
-85
-6% -$2.94K ﹤0.01% 1197
2024
Q1 		$48.9K Buy
+1,419
New +$47.7K ﹤0.01% 1193

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Concourse Financial Group Securities's GFEB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q1 2025, closing a stake of 1,334 shares — an estimated $50.4K sold.

Concourse Financial Group Securities first reported a position in GFEB in Q1 2024 and held it in 4 quarters. The position peaked at $50.4K in Q4 2024. 113 funds tracked by Wall St. Rank hold GFEB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,334 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2025, an estimated $50.4K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Moderate Buffer ETF February position peaked at $50.4K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2025.

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