Concurrent Investment Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,662 shares of FTSM stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,662

Previous 18,651 16.14%

Holding current value

$1.3 Million

Previous $1.12 Billion 16.2%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$59.8 - $60.07 $180,057 - $180,870	3,011 Added 16.14%	21,662 $1.3 Billion
Q1 2025 Apr 29, 2025	BUY	$59.78 - $60.03 $202,295 - $203,141	3,384 Added 22.17%	18,651 $1.12 Billion
Q4 2024 Feb 03, 2025	BUY	$59.74 - $60.03 $46,298 - $46,523	775 Added 5.35%	15,267 $913 Million
Q3 2024 Oct 30, 2024	SELL	$59.61 - $60.15 $222,881 - $224,900	-3,739 Reduced 20.51%	14,492 $868 Million
Q2 2024 Jul 30, 2024	BUY	$59.55 - $59.81 $371,830 - $373,453	6,244 Added 52.09%	18,231 $1.09 Billion
Q1 2024 May 07, 2024	SELL	$59.62 - $59.91 $336,495 - $338,132	-5,644 Reduced 32.01%	11,987 $715 Million
Q4 2023 Apr 15, 2024	BUY	$59.43 - $59.85 $1.05 Million - $1.06 Million	17,631 New	17,631 $1.05 Billion

Others Institutions Holding FTSM

# of Institutions

459

Shares Held

87.6M

Call Options Held

Put Options Held

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About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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Concurrent Investment Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History