Concurrent Investment Advisors, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
312,150
Previous 500,123 37.59%
Holding current value
$6.63 Billion
Previous $10.5 Billion 36.84%
% of portfolio
0.11%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-187,973 Reduced 37.59%
312,150 $6.63 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
489,720 Added 4707.49%
500,123 $10.5 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
10,403 New
10,403 $216 Million
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