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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Concurrent Investment Advisors's FDEC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 24% in Q1 2026, buying an estimated $64.5K and bringing the position to 6,622 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Concurrent Investment Advisors first reported a position in FDEC in Q4 2025 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • Concurrent Investment Advisors held 6,622 shares of FT Vest US Equity Buffer ETF December worth $329K as of Q1 2026.
  • Concurrent Investment Advisors bought 1,263 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $64.5K.
  • FT Vest US Equity Buffer ETF December made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1431 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.