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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

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 402,079 shares of FPE stock, worth $6.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
402,079
Previous 440,652 8.75%
Holding current value
$6.9 Million
Previous $7.98 Billion 10.77%
% of portfolio
0.19%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
484
Shares Held
220M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

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