Concurrent Investment Advisors, LLC First Tr ETF Iii Municipal Hig Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,375 shares of FMHI stock, worth $689,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,375

Previous 18,694 23.1%

Holding current value

$689,425

Previous $873 Million 21.77%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$45.92 - $47.76 $198,328 - $206,275	-4,319 Reduced 23.1%	14,375 $683 Million
Q2 2025 Jul 25, 2025	SELL	$45.9 - $48.26 $418,424 - $439,938	-9,116 Reduced 32.78%	18,694 $873 Million
Q1 2025 Apr 29, 2025	BUY	$47.47 - $48.84 $13,766 - $14,163	290 Added 1.05%	27,810 $1.33 Billion
Q4 2024 Feb 03, 2025	BUY	$47.98 - $49.47 $38,384 - $39,576	800 Added 2.99%	27,520 $1.33 Billion
Q3 2024 Oct 30, 2024	BUY	$48.27 - $49.43 $257,279 - $263,461	5,330 Added 24.92%	26,720 $1.32 Billion
Q2 2024 Jul 30, 2024	BUY	$47.4 - $48.65 $137,412 - $141,036	2,899 Added 15.68%	21,390 $1.03 Billion
Q1 2024 May 07, 2024	BUY	$47.15 - $48.3 $101,513 - $103,989	2,153 Added 13.18%	18,491 $891 Million
Q4 2023 Apr 15, 2024	BUY	$43.98 - $47.79 $718,545 - $780,793	16,338 New	16,338 $779 Million

Others Institutions Holding FMHI

# of Institutions

188

Shares Held

12.6M

Call Options Held

Put Options Held

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About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
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Concurrent Investment Advisors, LLC First Tr ETF Iii Municipal Hig Transaction History