Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 110,355 shares of FDL stock, worth $4.72 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
110,355
Previous 115,152 4.17%
Holding current value
$4.72 Million
Previous $4.82 Billion 0.64%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 27, 2025
SELL
$41.96 - $44.59 $201,282 - $213,898
-4,797 Reduced 4.17%
110,355 $4.79 Billion
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
489
Shares Held
83.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

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