Concurrent Investment Advisors, LLC First Trust Exchange Traded Fd Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Exchange Traded Fd stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 115,082 shares of FTHI stock, worth $2.71 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
115,082
Previous 93,363
23.26%
Holding current value
$2.71 Million
Previous $2.13 Billion
27.9%
% of portfolio
0.05%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding FTHI
# of Institutions
196Shares Held
42.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.54MShares$178 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$137 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.25MShares$76.6 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.76MShares$65.2 Million0.02% of portfolio
-
D.A. Davidson & Co.2.62MShares$61.9 Million0.41% of portfolio