Concurrent Investment Advisors, LLC First Tr Large Cap Value Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,383 shares of FTA stock, worth $741,069. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,383

Previous 16,499 43.13%

Holding current value

$741,069

Previous $1.27 Billion 41.71%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$67.12 - $78.63 $477,625 - $559,531	-7,116 Reduced 43.13%	9,383 $738 Million
Q1 2025 Apr 29, 2025	SELL	$74.42 - $80.34 $35,349 - $38,161	-475 Reduced 2.8%	16,499 $1.27 Billion
Q4 2024 Feb 03, 2025	SELL	$75.21 - $83.49 $97,547 - $108,286	-1,297 Reduced 7.1%	16,974 $1.3 Billion
Q3 2024 Oct 30, 2024	BUY	$72.76 - $79.13 $107,175 - $116,558	1,473 Added 8.77%	18,271 $1.45 Billion
Q2 2024 Jul 30, 2024	BUY	$72.36 - $76.0 $48,625 - $51,072	672 Added 4.17%	16,798 $1.24 Billion
Q1 2024 May 07, 2024	BUY	$69.01 - $76.38 $449,117 - $497,081	6,508 Added 67.66%	16,126 $1.23 Billion
Q4 2023 Apr 15, 2024	BUY	$61.6 - $71.44 $592,468 - $687,109	9,618 New	9,618 $681 Million

Others Institutions Holding FTA

# of Institutions

223

Shares Held

10.8M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Tr Large Cap Value Transaction History