Concurrent Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 133,547 shares of FPE stock, worth $2.44 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

133,547

Previous 219,732 39.22%

Holding current value

$2.44 Million

Previous $3.91 Billion 37.72%

% of portfolio

0.04%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$17.81 - $18.39 $1.53 Million - $1.58 Million	-86,185 Reduced 39.22%	133,547 $2.44 Billion
Q2 2025 Jul 25, 2025	SELL	$16.93 - $17.81 $3.43 Million - $3.61 Million	-202,657 Reduced 47.98%	219,732 $3.91 Billion
Q1 2025 Apr 29, 2025	BUY	$17.53 - $17.87 $356,034 - $362,939	20,310 Added 5.05%	422,389 $7.43 Billion
Q4 2024 Feb 03, 2025	SELL	$17.65 - $18.18 $680,813 - $701,257	-38,573 Reduced 8.75%	402,079 $7.12 Billion
Q3 2024 Oct 30, 2024	BUY	$17.35 - $18.22 $274,372 - $288,131	15,814 Added 3.72%	440,652 $7.98 Billion

Q2 2024 Jul 30, 2024	BUY	$16.96 - $17.44 $2.76 Million - $2.83 Million	162,507 Added 61.95%	424,838 $7.38 Billion
Q1 2024 May 07, 2024	BUY	$16.74 - $17.43 $1.24 Million - $1.29 Million	74,009 Added 39.3%	262,331 $4.54 Billion
Q4 2023 Apr 15, 2024	BUY	$15.46 - $16.92 $2.91 Million - $3.19 Million	188,322 New	188,322 $3.18 Billion

Others Institutions Holding FPE

# of Institutions

492

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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 Pfd Secs & Income ETF Transaction History