Concurrent Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 423,722 shares of FVD stock, worth $19.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

423,722

Previous 209,150 102.59%

Holding current value

$19.5 Million

Previous $9.33 Billion 103.09%

% of portfolio

0.37%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$40.62 - $45.12 $8.72 Million - $9.68 Million	214,572 Added 102.59%	423,722 $18.9 Billion
Q1 2025 Apr 29, 2025	BUY	$42.61 - $45.51 $154,376 - $164,882	3,623 Added 1.76%	209,150 $9.33 Billion
Q4 2024 Feb 03, 2025	SELL	$43.4 - $46.7 $120,304 - $129,452	-2,772 Reduced 1.33%	205,527 $8.97 Billion
Q3 2024 Oct 30, 2024	BUY	$40.45 - $45.49 $321,375 - $361,418	7,945 Added 3.97%	208,299 $9.48 Billion
Q2 2024 Jul 30, 2024	BUY	$39.94 - $42.43 $1.22 Million - $1.29 Million	30,449 Added 17.92%	200,354 $8.16 Billion
Q1 2024 May 07, 2024	BUY	$39.94 - $42.23 $1.24 Million - $1.31 Million	31,089 Added 22.4%	169,905 $7.18 Billion
Q4 2023 Apr 15, 2024	BUY	$36.09 - $40.63 $5.01 Million - $5.64 Million	138,816 New	138,816 $5.63 Billion

Others Institutions Holding FVD

# of Institutions

630

Shares Held

141M

Call Options Held

Put Options Held

823

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Concurrent Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History