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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 8,977 shares of FTA stock, worth $741,320. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,977

Previous 9,383 4.33%

Holding current value

$741,320

Previous $738 Million 1.39%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$78.13 - $83.78 $31,720 - $34,014	-406 Reduced 4.33%	8,977 $748 Million
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

227

Shares Held

10.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

More about FTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

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