Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,008 shares of FXL stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,008

Previous 19,139 58.16%

Holding current value

$1.18 Million

Previous $2.84 Billion 62.75%

% of portfolio

0.03%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$131.2 - $160.72 $1.46 Million - $1.79 Million	-11,131 Reduced 58.16%	8,008 $1.06 Billion
Q4 2024 Feb 03, 2025	SELL	$136.18 - $158.26 $35,270 - $40,989	-259 Reduced 1.34%	19,139 $2.84 Billion
Q3 2024 Oct 30, 2024	BUY	$122.48 - $142.51 $140,607 - $163,601	1,148 Added 6.29%	19,398 $2.69 Billion
Q2 2024 Jul 30, 2024	BUY	$123.54 - $136.26 $147,383 - $162,558	1,193 Added 6.99%	18,250 $2.49 Billion
Q1 2024 May 07, 2024	SELL	$122.15 - $138.57 $1.3 Million - $1.48 Million	-10,673 Reduced 38.49%	17,057 $2.3 Billion
Q4 2023 Apr 15, 2024	BUY	$104.07 - $129.36 $2.89 Million - $3.59 Million	27,730 New	27,730 $3.55 Billion

Others Institutions Holding FXL

# of Institutions

253

Shares Held

5.88M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History