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 Q2	$1.27M	Buy	20,839 +3,121	+18%	+$187K	0.01%	900
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF February (FFEB) stake by 18% in Q2 2026, buying an estimated $187K and bringing the position to 20,839 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #900.

Concurrent Investment Advisors first reported a position in FFEB in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Concurrent Investment Advisors held 20,839 shares of FT Vest US Equity Buffer ETF February worth $1.27M as of Q2 2026.
Concurrent Investment Advisors bought 3,121 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $187K.
FT Vest US Equity Buffer ETF February made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #900 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

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