Concurrent Investment Advisors, LLC First Tr Fd Dow Jones Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,486 shares of FDN stock, worth $2.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,486

Previous 7,786 3.85%

Holding current value

$2.09 Million

Previous $2.1 Billion 0.1%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$264.06 - $287.34 $79,218 - $86,201	-300 Reduced 3.85%	7,486 $2.09 Billion
Q2 2025 Jul 25, 2025	SELL	$200.29 - $269.33 $10,815 - $14,543	-54 Reduced 0.69%	7,786 $2.1 Billion
Q1 2025 Apr 29, 2025	BUY	$221.38 - $266.86 $222,265 - $267,927	1,004 Added 14.69%	7,840 $1.74 Billion
Q4 2024 Feb 03, 2025	SELL	$210.5 - $257.24 $80,411 - $98,265	-382 Reduced 5.29%	6,836 $1.66 Billion
Q3 2024 Oct 30, 2024	SELL	$183.68 - $212.48 $25,347 - $29,322	-138 Reduced 1.88%	7,218 $1.53 Billion
Q2 2024 Jul 30, 2024	BUY	$192.91 - $207.84 $16,590 - $17,874	86 Added 1.18%	7,356 $1.51 Billion
Q1 2024 May 07, 2024	BUY	$179.04 - $206.29 $189,245 - $218,048	1,057 Added 17.01%	7,270 $1.49 Billion
Q4 2023 Apr 15, 2024	BUY	$147.79 - $188.39 $918,219 - $1.17 Million	6,213 New	6,213 $1.16 Billion

Others Institutions Holding FDN

# of Institutions

657

Shares Held

16.5M

Call Options Held

50.3K

Put Options Held

47.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC First Tr Fd Dow Jones Transaction History