Concurrent Investment Advisors, LLC First Trust Capital Strength E Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 441,872 shares of FTCS stock, worth $40.8 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

441,872

Previous 417,074 5.95%

Holding current value

$40.8 Million

Previous $37.4 Billion 7.42%

% of portfolio

0.78%

Previous 0.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$81.6 - $92.39 $2.02 Million - $2.29 Million	24,798 Added 5.95%	441,872 $40.2 Billion
Q1 2025 Apr 29, 2025	BUY	$86.39 - $91.35 $4.08 Million - $4.32 Million	47,238 Added 12.77%	417,074 $37.4 Billion
Q4 2024 Feb 03, 2025	BUY	$87.62 - $94.03 $1.83 Million - $1.96 Million	20,843 Added 5.97%	369,836 $32.5 Billion
Q3 2024 Oct 30, 2024	BUY	$83.58 - $90.94 $4.61 Million - $5.01 Million	55,142 Added 18.77%	348,993 $31.7 Billion
Q2 2024 Jul 30, 2024	BUY	$81.48 - $85.58 $647,603 - $680,189	7,948 Added 2.78%	293,851 $24.7 Billion
Q1 2024 May 07, 2024	BUY	$79.51 - $85.66 $3.87 Million - $4.17 Million	48,627 Added 20.49%	285,903 $24.5 Billion
Q4 2023 Apr 15, 2024	BUY	$71.38 - $80.32 $16.9 Million - $19.1 Million	237,276 New	237,276 $19 Billion

Others Institutions Holding FTCS

# of Institutions

572

Shares Held

65.6M

Call Options Held

Put Options Held

818

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Concurrent Investment Advisors, LLC First Trust Capital Strength E Transaction History