Concurrent Investment Advisors, LLC First Trust ETF Vi First Trust Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust ETF Vi First Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 98,440 shares of FTQI stock, worth $2.04 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
98,440
Previous 78,697
25.09%
Holding current value
$2.04 Million
Previous $1.54 Billion
31.74%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FTQI
# of Institutions
95Shares Held
11.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.88MShares$59.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.59MShares$33.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC1.1MShares$22.9 Million0.03% of portfolio
-
Integrated Wealth Concepts LLC680KShares$14.1 Million0.14% of portfolio
-
Fifth Third Securities, Inc.595KShares$12.4 Million0.86% of portfolio