Concurrent Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 219,732 shares of FPE stock, worth $4.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

219,732

Previous 422,389 47.98%

Holding current value

$4.05 Million

Previous $7.43 Billion 47.36%

% of portfolio

0.08%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$16.93 - $17.81 $3.43 Million - $3.61 Million	-202,657 Reduced 47.98%	219,732 $3.91 Billion
Q1 2025 Apr 29, 2025	BUY	$17.53 - $17.87 $356,034 - $362,939	20,310 Added 5.05%	422,389 $7.43 Billion
Q4 2024 Feb 03, 2025	SELL	$17.65 - $18.18 $680,813 - $701,257	-38,573 Reduced 8.75%	402,079 $7.12 Billion
Q3 2024 Oct 30, 2024	BUY	$17.35 - $18.22 $274,372 - $288,131	15,814 Added 3.72%	440,652 $7.98 Billion
Q2 2024 Jul 30, 2024	BUY	$16.96 - $17.44 $2.76 Million - $2.83 Million	162,507 Added 61.95%	424,838 $7.38 Billion
Q1 2024 May 07, 2024	BUY	$16.74 - $17.43 $1.24 Million - $1.29 Million	74,009 Added 39.3%	262,331 $4.54 Billion
Q4 2023 Apr 15, 2024	BUY	$15.46 - $16.92 $2.91 Million - $3.19 Million	188,322 New	188,322 $3.18 Billion

Others Institutions Holding FPE

# of Institutions

497

Shares Held

243M

Call Options Held

Put Options Held

10K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Concurrent Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History