A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,678 shares of FPEI stock, worth $602,198. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,678
Previous 28,943 9.45%
Holding current value
$602,198
Previous $527 Million 10.35%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$17.91 - $18.43 $48,983 - $50,406
2,735 Added 9.45%
31,678 $582 Million
Q1 2024

May 07, 2024

BUY
$17.7 - $18.26 $210,364 - $217,020
11,885 Added 69.67%
28,943 $527 Million
Q4 2023

Apr 15, 2024

BUY
$16.46 - $17.9 $280,774 - $305,338
17,058 New
17,058 $304 Million

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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