Concurrent Investment Advisors, LLC First Trust Us Equity Opportun Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,681 shares of FPX stock, worth $948,499. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,681
Previous 4,989 13.87%
Holding current value
$948,499
Previous $557 Million 47.68%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$99.2 - $144.91 $68,646 - $100,277
692 Added 13.87%
5,681 $823 Million
Q1 2025

Apr 29, 2025
BUY
$106.21 - $143.53 $529,881 - $716,071
4,989 New
4,989 $557 Million

Others Institutions Holding FPX

# of Institutions
203
Shares Held
3.44M
Call Options Held
1.5K
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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