Concurrent Investment Advisors, LLC First Trust Exchange Traded Fd Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Exchange Traded Fd stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 93,363 shares of FTHI stock, worth $2.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

93,363

Previous 79,456 17.5%

Holding current value

$2.21 Million

Previous $1.74 Billion 22.82%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$19.66 - $22.85 $273,411 - $317,774	13,907 Added 17.5%	93,363 $2.13 Billion
Q1 2025 Apr 29, 2025	BUY	$21.62 - $23.74 $1.07 Million - $1.18 Million	49,575 Added 165.91%	79,456 $1.74 Billion
Q4 2024 Feb 03, 2025	SELL	$22.89 - $24.02 $12,452 - $13,066	-544 Reduced 1.79%	29,881 $695 Million
Q3 2024 Oct 30, 2024	SELL	$21.47 - $23.16 $79,911 - $86,201	-3,722 Reduced 10.9%	30,425 $700 Million
Q2 2024 Jul 30, 2024	SELL	$21.75 - $22.62 $63,270 - $65,801	-2,909 Reduced 7.85%	34,147 $767 Million
Q1 2024 May 07, 2024	BUY	$21.27 - $22.53 $162,758 - $172,399	7,652 Added 26.02%	37,056 $833 Million
Q4 2023 Apr 15, 2024	BUY	$19.64 - $21.52 $577,494 - $632,774	29,404 New	29,404 $628 Million

Others Institutions Holding FTHI

# of Institutions

184

Shares Held

38.1M

Call Options Held

Put Options Held

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About FIRST TRUST EXCHANGE TRADED FD

Ticker FTHI
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Trust Exchange Traded Fd Transaction History