Concurrent Investment Advisors, LLC First Trust ETF Vi First Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust ETF Vi First Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 78,697 shares of FTQI stock, worth $1.64 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
78,697
Previous 59,407
32.47%
Holding current value
$1.64 Million
Previous $1.12 Billion
37.46%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FTQI
# of Institutions
90Shares Held
9.96MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.68MShares$55.8 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC1.11MShares$23.1 Million0.03% of portfolio
-
Integrated Wealth Concepts LLC639KShares$13.3 Million0.14% of portfolio
-
Fifth Third Securities, Inc.595KShares$12.4 Million0.86% of portfolio
-
Laurel Wealth Advisors, Inc. Solana Beach, CA540KShares$11.3 Million0.96% of portfolio