Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 576,838 shares of FV stock, worth $35.6 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

576,838

Previous 574,602 0.39%

Holding current value

$35.6 Million

Previous $31.5 Billion 8.44%

% of portfolio

0.66%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$48.43 - $59.26 $108,289 - $132,505	2,236 Added 0.39%	576,838 $34.2 Billion
Q1 2025 Apr 29, 2025	BUY	$53.91 - $63.03 $411,009 - $480,540	7,624 Added 1.34%	574,602 $31.5 Billion
Q4 2024 Feb 03, 2025	SELL	$57.47 - $62.82 $102,698 - $112,259	-1,787 Reduced 0.31%	566,978 $33.5 Billion
Q3 2024 Oct 30, 2024	BUY	$51.35 - $59.82 $645,983 - $752,535	12,580 Added 2.26%	568,765 $33.1 Billion
Q2 2024 Jul 30, 2024	BUY	$52.41 - $57.79 $396,691 - $437,412	7,569 Added 1.38%	556,185 $31.9 Billion
Q1 2024 May 07, 2024	SELL	$49.64 - $57.23 $1.2 Million - $1.38 Million	-24,090 Reduced 4.21%	548,616 $31.4 Billion
Q4 2023 Apr 15, 2024	BUY	$41.2 - $52.34 $23.6 Million - $30 Million	572,706 New	572,706 $29.5 Billion

Others Institutions Holding FV

# of Institutions

346

Shares Held

43.7M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu Transaction History