Concurrent Investment Advisors, LLC First Tr ETF Iv LTD Duration I Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Iv LTD Duration I stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 120,668 shares of FSIG stock, worth $2.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

120,668

Previous 113,601 6.22%

Holding current value

$2.29 Million

Previous $2.14 Billion 6.62%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$18.74 - $19.04 $132,435 - $134,555	7,067 Added 6.22%	120,668 $2.29 Billion
Q4 2024 Feb 03, 2025	BUY	$18.8 - $19.23 $31,038 - $31,748	1,651 Added 1.47%	113,601 $2.14 Billion
Q3 2024 Oct 30, 2024	SELL	$18.72 - $19.32 $239,597 - $247,276	-12,799 Reduced 10.26%	111,950 $2.15 Billion
Q2 2024 Jul 30, 2024	SELL	$18.55 - $18.85 $844,655 - $858,315	-45,534 Reduced 26.74%	124,749 $2.34 Billion
Q1 2024 May 07, 2024	BUY	$18.72 - $19.01 $198,918 - $202,000	10,626 Added 6.66%	170,283 $3.2 Billion
Q4 2023 Apr 15, 2024	BUY	$18.23 - $18.98 $2.91 Million - $3.03 Million	159,657 New	159,657 $3.03 Billion

Others Institutions Holding FSIG

# of Institutions

161

Shares Held

46.5M

Call Options Held

Put Options Held

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About FIRST TR ETF IV LTD DURATION I

Ticker FSIG

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Concurrent Investment Advisors, LLC First Tr ETF Iv LTD Duration I Transaction History