Concurrent Investment Advisors, LLC First Trust Small Cap Growth A Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 100,194 shares of FYC stock, worth $8.09 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

100,194

Previous 85,463 17.24%

Holding current value

$8.09 Million

Previous $6.62 Billion 4.17%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$68.13 - $80.57 $1 Million - $1.19 Million	14,731 Added 17.24%	100,194 $6.89 Billion
Q4 2024 Feb 03, 2025	BUY	$72.19 - $84.64 $443,318 - $519,774	6,141 Added 7.74%	85,463 $6.62 Billion
Q3 2024 Oct 30, 2024	SELL	$65.44 - $74.98 $16,425 - $18,819	-251 Reduced 0.32%	79,322 $5.9 Billion
Q2 2024 Jul 30, 2024	BUY	$60.92 - $67.49 $49,223 - $54,531	808 Added 1.03%	79,573 $5.24 Billion
Q1 2024 May 07, 2024	SELL	$59.23 - $65.69 $242,783 - $269,263	-4,099 Reduced 4.95%	78,765 $5.17 Billion
Q4 2023 Apr 15, 2024	BUY	$51.5 - $64.02 $4.27 Million - $5.3 Million	82,864 New	82,864 $5.21 Billion

Others Institutions Holding FYC

# of Institutions

116

Shares Held

4.45M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC First Trust Small Cap Growth A Transaction History