Concurrent Investment Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 576,762 shares of FV stock, worth $35.1 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
576,762
Previous 576,838 0.01%
Holding current value
$35.1 Million
Previous $34.2 Billion 4.47%
% of portfolio
0.61%
Previous 0.66%

Shares

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

Oct 27, 2025
SELL
$59.23 - $62.14 $4,501 - $4,722
-76 Reduced 0.01%
576,762 $35.7 Billion
Q2 2025

Jul 25, 2025
BUY
$48.43 - $59.26 $108,289 - $132,505
2,236 Added 0.39%
576,838 $34.2 Billion
Q1 2025

Apr 29, 2025
BUY
$53.91 - $63.03 $411,009 - $480,540
7,624 Added 1.34%
574,602 $31.5 Billion
Q4 2024

Feb 03, 2025
SELL
$57.47 - $62.82 $102,698 - $112,259
-1,787 Reduced 0.31%
566,978 $33.5 Billion
Q3 2024

Oct 30, 2024
BUY
$51.35 - $59.82 $645,983 - $752,535
12,580 Added 2.26%
568,765 $33.1 Billion
Q2 2024

Jul 30, 2024
BUY
$52.41 - $57.79 $396,691 - $437,412
7,569 Added 1.38%
556,185 $31.9 Billion
Q1 2024

May 07, 2024
SELL
$49.64 - $57.23 $1.2 Million - $1.38 Million
-24,090 Reduced 4.21%
548,616 $31.4 Billion
Q4 2023

Apr 15, 2024
BUY
$41.2 - $52.34 $23.6 Million - $30 Million
572,706 New
572,706 $29.5 Billion

Others Institutions Holding FV

# of Institutions
346
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

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