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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 568,765 shares of FV stock, worth $35.5 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
568,765
Previous 556,185 2.26%
Holding current value
$35.5 Million
Previous $31.9 Billion 4.05%
% of portfolio
0.98%
Previous 1.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
329
Shares Held
42.2M
Call Options Held
4.6K
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email