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Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Concurrent Investment Advisors’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$990K Buy
17,718
+12,130
+217% +$691K 0.01% 882
2025
Q4 		$316K Hold
5,588
– – ﹤0.01% 1361
2025
Q3 		$308K Hold
5,588
– – 0.01% 1143
2025
Q2 		$293K Hold
5,588
– – 0.01% 1072
2025
Q1 		$273K Hold
5,588
– – 0.01% 978
2024
Q4 		$278K Hold
5,588
– – 0.01% 863
2024
Q3 		$271K Hold
5,588
– – 0.01% 822
2024
Q2 		$261K Buy
5,588
+1,130
+25% +$51.4K 0.01% 785
2024
Q1 		$202K Buy
+4,458
New +$196K 0.01% 804

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return