Concurrent Investment Advisors
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Concurrent Investment Advisors’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Concurrent Investment Advisors’s Portfolio ACYN Stock Details ACYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.78M Sell
181,297
-12,482
-6% -$258K 0.03% 561
2026
Q2 		$4.03M Buy
+193,779
New +$4.02M 0.03% 500

Other funds holding ACYN

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Concurrent Investment Advisors's ACYN Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 6.4% in Q3 2026, selling an estimated $258K and leaving 181,297 shares worth $3.78M. The position accounts for 0.03% of the portfolio, ranked #561.

Concurrent Investment Advisors first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.03M in Q2 2026. 182 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Concurrent Investment Advisors held 181,297 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $3.78M as of Q3 2026.
  • Concurrent Investment Advisors sold 12,482 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $258K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #561 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's FT Vest Laddered Autocallable Barrier & Income ETF position peaked at $4.03M in Q2 2026.
  • 182 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.