Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 115,152 shares of FDL stock, worth $4.92 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

115,152

Previous 117,577 2.06%

Holding current value

$4.92 Million

Previous $5.11 Billion 5.6%

% of portfolio

0.09%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$38.19 - $43.19 $92,610 - $104,735	-2,425 Reduced 2.06%	115,152 $4.82 Billion
Q1 2025 Apr 29, 2025	SELL	$39.69 - $43.83 $107,202 - $118,384	-2,701 Reduced 2.25%	117,577 $5.11 Billion
Q4 2024 Feb 03, 2025	BUY	$39.59 - $43.95 $517,362 - $574,338	13,068 Added 12.19%	120,278 $4.84 Billion
Q3 2024 Oct 30, 2024	BUY	$37.66 - $42.06 $68,390 - $76,380	1,816 Added 1.72%	107,210 $4.5 Billion
Q2 2024 Jul 30, 2024	SELL	$36.38 - $39.01 $81,600 - $87,499	-2,243 Reduced 2.08%	105,394 $4 Billion
Q1 2024 May 07, 2024	SELL	$35.29 - $38.48 $227,126 - $247,657	-6,436 Reduced 5.64%	107,637 $4.14 Billion
Q4 2023 Apr 15, 2024	BUY	$31.58 - $36.4 $3.6 Million - $4.15 Million	114,073 New	114,073 $4.09 Billion

Others Institutions Holding FDL

# of Institutions

487

Shares Held

83.1M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History