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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 79,322 shares of FYC stock, worth $6.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
79,322
Previous 79,573 0.32%
Holding current value
$6.5 Million
Previous $5.24 Billion 12.51%
% of portfolio
0.17%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
92
Shares Held
3.27M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

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