Concurrent Investment Advisors, LLC First Tr Small Cap Core Alphad Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 73,723 shares of FYX stock, worth $7.93 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
73,723
Previous 70,057 5.23%
Holding current value
$7.93 Million
Previous $6.82 Billion 17.89%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 27, 2025
BUY
$96.35 - $111.0 $353,219 - $406,926
3,666 Added 5.23%
73,723 $8.03 Billion
Q2 2025

Jul 25, 2025
BUY
$79.22 - $97.28 $5.55 Million - $6.82 Million
70,057 New
70,057 $6.82 Billion

Others Institutions Holding FYX

# of Institutions
173
Shares Held
6.01M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email