Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 85,358 shares of FIXD stock, worth $3.82 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

85,358

Previous 63,748 33.9%

Holding current value

$3.82 Million

Previous $2.8 Billion 35.52%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$43.36 - $44.8 $937,009 - $968,127	21,610 Added 33.9%	85,358 $3.79 Billion
Q2 2025 Jul 25, 2025	BUY	$42.72 - $44.24 $30,373 - $31,454	711 Added 1.13%	63,748 $2.8 Billion
Q1 2025 Apr 29, 2025	SELL	$42.4 - $44.11 $422,134 - $439,159	-9,956 Reduced 13.64%	63,037 $2.76 Billion
Q4 2024 Feb 03, 2025	SELL	$42.84 - $45.38 $478,908 - $507,303	-11,179 Reduced 13.28%	72,993 $3.14 Billion
Q3 2024 Oct 30, 2024	BUY	$42.87 - $45.76 $810,843 - $865,504	18,914 Added 28.98%	84,172 $3.81 Billion
Q2 2024 Jul 30, 2024	SELL	$42.01 - $43.6 $5.46 Million - $5.67 Million	-129,983 Reduced 66.58%	65,258 $2.81 Billion
Q1 2024 May 07, 2024	BUY	$43.25 - $44.65 $84,034 - $86,754	1,943 Added 1.01%	195,241 $8.51 Billion
Q4 2023 Apr 15, 2024	BUY	$40.92 - $44.8 $7.91 Million - $8.66 Million	193,298 New	193,298 $8.62 Billion

Others Institutions Holding FIXD

# of Institutions

350

Shares Held

68.3M

Call Options Held

34.8K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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 ETF Viii Tcw Opportun Transaction History