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Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Concurrent Investment Advisors’s Portfolio FDEC Stock Details FDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Sell
6,553
-69
-1% -$3.68K ﹤0.01% 1591
2026
Q1 		$329K Buy
6,622
+1,263
+24% +$64.5K ﹤0.01% 1431
2025
Q4 		$274K Buy
+5,359
New +$268K ﹤0.01% 1456

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Concurrent Investment Advisors's FDEC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 1% in Q2 2026, selling an estimated $3.68K and leaving 6,553 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Concurrent Investment Advisors first reported a position in FDEC in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Concurrent Investment Advisors held 6,553 shares of FT Vest US Equity Buffer ETF December worth $357K as of Q2 2026.
  • Concurrent Investment Advisors sold 69 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $3.68K.
  • FT Vest US Equity Buffer ETF December made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1591 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.