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Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Concurrent Investment Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$867K Sell
15,747
-65
-0.4% -$3.5K 0.01% 1083
2026
Q1 		$796K Buy
+15,812
New +$815K 0.01% 975

Other funds holding FSEP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 0.41% in Q2 2026, selling an estimated $3.5K and leaving 15,747 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1083.

Concurrent Investment Advisors first reported a position in FSEP in Q1 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Concurrent Investment Advisors held 15,747 shares of FT Vest US Equity Buffer ETF September worth $867K as of Q2 2026.
  • Concurrent Investment Advisors sold 65 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $3.5K.
  • FT Vest US Equity Buffer ETF September made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1083 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

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