Concurrent Investment Advisors, LLC First Tr Exchange Trd Fd Ii Fi Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 35,735 shares of FGD stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

35,735

Previous 30,458 17.33%

Holding current value

$1.03 Million

Previous $737 Million 33.52%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$21.8 - $27.71 $115,038 - $146,225	5,277 Added 17.33%	35,735 $984 Million
Q1 2025 Apr 29, 2025	BUY	$21.95 - $24.74 $65 - $74	3 Added 0.01%	30,458 $737 Million
Q4 2024 Feb 03, 2025	SELL	$21.96 - $24.21 $1,405 - $1,549	-64 Reduced 0.21%	30,455 $677 Million
Q3 2024 Oct 30, 2024	SELL	$22.11 - $24.64 $50,278 - $56,031	-2,274 Reduced 6.93%	30,519 $743 Million
Q2 2024 Jul 30, 2024	SELL	$21.66 - $23.93 $3,530 - $3,900	-163 Reduced 0.49%	32,793 $732 Million
Q1 2024 May 07, 2024	SELL	$21.57 - $22.77 $24,503 - $25,866	-1,136 Reduced 3.33%	32,956 $750 Million
Q4 2023 Apr 15, 2024	BUY	$19.81 - $22.58 $675,362 - $769,797	34,092 New	34,092 $759 Million

Others Institutions Holding FGD

# of Institutions

161

Shares Held

17.4M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRD FD II FI

Ticker FGD
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Concurrent Investment Advisors, LLC First Tr Exchange Trd Fd Ii Fi Transaction History