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

Concourse Financial Group Securities’s Portfolio GOCT Stock Details GOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-330
Closed -$11.8K – 856
2024
Q4 		$11.8K Hold
330
– – ﹤0.01% 1679
2024
Q3 		$11.4K Sell
330
-6,715
-95% -$231K ﹤0.01% 1663
2024
Q2 		$240K Sell
7,045
-993
-12% -$33.4K 0.02% 642
2024
Q1 		$269K Hold
8,038
– – 0.02% 588
2023
Q4 		$260K Buy
+8,038
New +$253K 0.02% 585

Other funds holding GOCT

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2025, closing a stake of 330 shares — an estimated $11.8K sold.

Concourse Financial Group Securities first reported a position in GOCT in Q4 2023 and held it in 5 quarters. The position peaked at $269K in Q1 2024. 78 funds tracked by Wall St. Rank hold GOCT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 330 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2025, an estimated $11.8K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Moderate Buffer ETF October position peaked at $269K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2025.

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