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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 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 85,463 shares of FYC stock, worth $6.77 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
85,463
Previous 79,322 7.74%
Holding current value
$6.77 Million
Previous $5.9 Billion 12.18%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$72.19 - $84.64 $443,318 - $519,774
6,141 Added 7.74%
85,463 $6.62 Billion
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
109
Shares Held
4.1M
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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