Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Iv Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 304,201 shares of FCVT stock, worth $12 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

304,201

Previous 156,260 94.68%

Holding current value

$12 Million

Previous $5.46 Billion 116.42%

% of portfolio

0.23%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$32.51 - $38.81 $4.81 Million - $5.74 Million	147,941 Added 94.68%	304,201 $11.8 Billion
Q1 2025 Apr 29, 2025	BUY	$34.79 - $38.36 $243,008 - $267,944	6,985 Added 4.68%	156,260 $5.46 Billion
Q4 2024 Feb 03, 2025	BUY	$35.35 - $38.58 $2.46 Million - $2.69 Million	69,713 Added 87.62%	149,275 $5.49 Billion
Q3 2024 Oct 30, 2024	SELL	$32.66 - $35.7 $2.53 Million - $2.77 Million	-77,479 Reduced 49.34%	79,562 $2.84 Billion
Q2 2024 Jul 30, 2024	BUY	$32.5 - $34.07 $5.1 Million - $5.35 Million	157,041 New	157,041 $5.32 Billion

Others Institutions Holding FCVT

# of Institutions

Shares Held

1.82M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
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Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Iv Transaction History