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

Concourse Financial Group Securities’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-357
Closed -$12.4K – 2146
2024
Q4 		$12.4K Hold
357
– – ﹤0.01% 1663
2024
Q3 		$12.1K Sell
357
-161
-31% -$5.41K ﹤0.01% 1650
2024
Q2 		$17.3K Hold
518
– – ﹤0.01% 1547
2024
Q1 		$17K Hold
518
– – ﹤0.01% 1556
2023
Q4 		$16.6K Buy
+518
New +$16.2K ﹤0.01% 1538

Other funds holding XOCT

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
OS
Objectivity Squared Charleston, South Carolina $159M AUM 22.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q1 2025, closing a stake of 357 shares — an estimated $12.4K sold.

Concourse Financial Group Securities first reported a position in XOCT in Q4 2023 and held it in 5 quarters. The position peaked at $17.3K in Q2 2024. 32 funds tracked by Wall St. Rank hold XOCT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 357 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q1 2025, an estimated $12.4K.
  • Concourse Financial Group Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $17.3K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q1 2025.

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