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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 408,711 shares of FVD stock, worth $18.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
408,711
Previous 423,722 3.54%
Holding current value
$18.8 Million
Previous $18.9 Billion 0.22%
% of portfolio
0.32%
Previous 0.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$44.73 - $46.86 $671,442 - $703,415
-15,011 Reduced 3.54%
408,711 $18.9 Billion
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
648
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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