Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$349K Hold
7,785
0.01% 989
2025
Q1
$329K Hold
7,785
0.01% 875
2024
Q4
$337K Hold
7,785
0.01% 778
2024
Q3
$329K Hold
7,785
0.01% 741
2024
Q2
$316K Buy
7,785
+1,304
+20% +$52.9K 0.01% 713
2024
Q1
$254K Buy
+6,481
New +$254K 0.01% 715