Concurrent Investment Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
192,930
Previous 178,701 7.96%
Holding current value
$7.57 Billion
Previous $6.85 Billion 10.6%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
14,229 Added 7.96%
192,930 $7.57 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
53,585 Added 42.83%
178,701 $6.85 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-581 Reduced 0.46%
125,116 $4.7 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
125,697 New
125,697 $4.71 Billion
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