Concurrent Investment Advisors, LLC First Trust Us Equity Opportun Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,219 shares of FPX stock, worth $977,688. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,219
Previous 5,681 9.47%
Holding current value
$977,688
Previous $823 Million 25.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
$141.57 - $166.21 $76,164 - $89,420
538 Added 9.47%
6,219 $1.03 Billion
Q2 2025

Jul 25, 2025
BUY
$99.2 - $144.91 $68,646 - $100,277
692 Added 13.87%
5,681 $823 Million
Q1 2025

Apr 29, 2025
BUY
$106.21 - $143.53 $529,881 - $716,071
4,989 New
4,989 $557 Million

Others Institutions Holding FPX

# of Institutions
221
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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