Concurrent Investment Advisors, LLC First Trust Nasdaq Technology Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,194 shares of TDIV stock, worth $1.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,194

Previous 17,867 3.77%

Holding current value

$1.56 Million

Previous $1.32 Billion 17.88%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$64.41 - $90.17 $43,347 - $60,684	-673 Reduced 3.77%	17,194 $1.55 Billion
Q1 2025 Apr 29, 2025	SELL	$73.39 - $83.95 $179,218 - $205,005	-2,442 Reduced 12.02%	17,867 $1.32 Billion
Q4 2024 Feb 03, 2025	BUY	$78.03 - $82.13 $270,764 - $284,991	3,470 Added 20.61%	20,309 $1.59 Billion
Q3 2024 Oct 30, 2024	BUY	$70.51 - $81.07 $124,027 - $142,602	1,759 Added 11.66%	16,839 $1.35 Billion
Q2 2024 Jul 30, 2024	BUY	$65.21 - $77.8 $295,792 - $352,900	4,536 Added 43.02%	15,080 $1.14 Billion
Q1 2024 May 07, 2024	SELL	$61.89 - $70.93 $71,854 - $82,349	-1,161 Reduced 9.92%	10,544 $735 Million
Q4 2023 Apr 15, 2024	BUY	$53.99 - $64.39 $631,952 - $753,684	11,705 New	11,705 $750 Million

Others Institutions Holding TDIV

# of Institutions

380

Shares Held

23M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
Sector ETFs
Industry ETFs

More about TDIV

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.

Account

Concurrent Investment Advisors, LLC First Trust Nasdaq Technology Transaction History