Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 56,950 shares of FID stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

56,950

Previous 39,440 44.4%

Holding current value

$1.13 Million

Previous $758 Million 48.0%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$19.17 - $20.16 $335,666 - $353,001	17,510 Added 44.4%	56,950 $1.12 Billion
Q2 2025 Jul 25, 2025	BUY	$15.86 - $19.39 $100,885 - $123,339	6,361 Added 19.23%	39,440 $758 Million
Q1 2025 Apr 29, 2025	BUY	$15.83 - $17.53 $75,493 - $83,600	4,769 Added 16.85%	33,079 $571 Million
Q4 2024 Feb 03, 2025	SELL	$16.06 - $17.64 $28,040 - $30,799	-1,746 Reduced 5.81%	28,310 $461 Million
Q3 2024 Oct 30, 2024	SELL	$15.76 - $17.74 $66,065 - $74,366	-4,192 Reduced 12.24%	30,056 $528 Million
Q2 2024 Jul 30, 2024	BUY	$15.24 - $16.6 $3,992 - $4,349	262 Added 0.77%	34,248 $538 Million
Q1 2024 May 07, 2024	SELL	$15.16 - $16.09 $30,532 - $32,405	-2,014 Reduced 5.59%	33,986 $542 Million
Q4 2023 Apr 15, 2024	BUY	$14.07 - $16.12 $506,520 - $580,320	36,000 New	36,000 $580 Million

Others Institutions Holding FID

# of Institutions

Shares Held

4.68M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRDED FD VI

Ticker FID
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Industry ETFs

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Concurrent Investment Advisors, LLC First Tr Exchange Trded Fd Vi Transaction History