A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 348,993 shares of FTCS stock, worth $31.1 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
348,993
Previous 293,851 18.77%
Holding current value
$31.1 Million
Previous $24.7 Billion 28.32%
% of portfolio
0.94%
Previous 0.81%

Shares

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

Oct 30, 2024

BUY
$83.58 - $90.94 $4.61 Million - $5.01 Million
55,142 Added 18.77%
348,993 $31.7 Billion
Q2 2024

Jul 30, 2024

BUY
$81.48 - $85.58 $647,603 - $680,189
7,948 Added 2.78%
293,851 $24.7 Billion
Q1 2024

May 07, 2024

BUY
$79.51 - $85.66 $3.87 Million - $4.17 Million
48,627 Added 20.49%
285,903 $24.5 Billion
Q4 2023

Apr 15, 2024

BUY
$71.38 - $80.32 $16.9 Million - $19.1 Million
237,276 New
237,276 $19 Billion

Others Institutions Holding FTCS

About FIRST TRUST CAPITAL STRENGTH E


  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.