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

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$41.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$19.7 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.3 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.