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

Concourse Financial Group Securities’s Portfolio XFEB Stock Details XFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,971
Closed -$197K – 2180
2024
Q4 		$197K Buy
5,971
+1,499
+34% +$48.6K 0.01% 727
2024
Q3 		$144K Hold
4,472
– – 0.01% 833
2024
Q2 		$140K Buy
4,472
+1,752
+64% +$53.8K 0.01% 822
2024
Q1 		$83.1K Buy
+2,720
New +$82.4K 0.01% 988

Other funds holding XFEB

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) in Q1 2025, closing a stake of 5,971 shares — an estimated $197K sold.

Concourse Financial Group Securities first reported a position in XFEB in Q1 2024 and held it in 4 quarters. The position peaked at $197K in Q4 2024. 29 funds tracked by Wall St. Rank hold XFEB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,971 FT Vest US Equity Enhance & Moderate Buffer ETF February shares in Q1 2025, an estimated $197K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Enhance & Moderate Buffer ETF February position peaked at $197K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF February as of Q1 2025.

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