Concurrent Investment Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 39,530 shares of FSMB stock, worth $794,157. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,530

Previous 33,590 17.68%

Holding current value

$794,157

Previous $674 Million 17.48%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$20.02 - $20.12 $118,918 - $119,512	5,940 Added 17.68%	39,530 $792 Million
Q3 2025 Oct 27, 2025	SELL	$19.85 - $20.2 $188,575 - $191,900	-9,500 Reduced 22.05%	33,590 $674 Million
Q1 2025 Apr 29, 2025	SELL	$19.8 - $19.97 $7,484 - $7,548	-378 Reduced 0.87%	43,090 $856 Million
Q4 2024 Feb 03, 2025	BUY	$19.8 - $20.06 $54,489 - $55,205	2,752 Added 6.76%	43,468 $862 Million
Q3 2024 Oct 30, 2024	BUY	$19.74 - $20.07 $291,816 - $296,694	14,783 Added 57.0%	40,716 $815 Million

Q2 2024 Jul 30, 2024	BUY	$19.67 - $19.84 $194,516 - $196,197	9,889 Added 61.64%	25,933 $513 Million
Q4 2023 Apr 15, 2024	BUY	$19.31 - $19.97 $309,809 - $320,398	16,044 New	16,044 $320 Million

Others Institutions Holding FSMB

# of Institutions

145

Shares Held

21.6M

Call Options Held

Put Options Held

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Tr Et Fd Iii Short Durat Transaction History