A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,575 shares of FPEI stock, worth $292,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,575
Previous 31,678 50.83%
Holding current value
$292,810
Previous $582 Million 48.96%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$18.36 - $19.08 $295,651 - $307,245
-16,103 Reduced 50.83%
15,575 $297 Million
Q2 2024

Jul 30, 2024

BUY
$17.91 - $18.43 $48,983 - $50,406
2,735 Added 9.45%
31,678 $582 Million
Q1 2024

May 07, 2024

BUY
$17.7 - $18.26 $210,364 - $217,020
11,885 Added 69.67%
28,943 $527 Million
Q4 2023

Apr 15, 2024

BUY
$16.46 - $17.9 $280,774 - $305,338
17,058 New
17,058 $304 Million

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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