Concurrent Investment Advisors, LLC First Trust Water ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,906 shares of FIW stock, worth $443,291. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,906
Previous 3,488 11.98%
Holding current value
$443,291
Previous $377 Million 16.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$107.54 - $115.08 $44,951 - $48,103
418 Added 11.98%
3,906 $439 Million
Q2 2025

Jul 25, 2025
BUY
$90.26 - $108.05 $39,172 - $46,893
434 Added 14.21%
3,488 $377 Million
Q1 2025

Apr 29, 2025
BUY
$99.48 - $106.74 $303,811 - $325,983
3,054 New
3,054 $308 Million

Others Institutions Holding FIW

# of Institutions
320
Shares Held
8.94M
Call Options Held
4.7K
Put Options Held
0
View Full List

About FIRST TRUST WATER ETF

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