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

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 701,093 shares of IFV stock, worth $13.7 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

701,093

Previous 697,452 0.52%

Holding current value

$13.7 Million

Previous $14.7 Billion 8.42%

% of portfolio

0.36%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$19.09 - $20.83 $69,506 - $75,842	3,641 Added 0.52%	701,093 $13.4 Billion
Q3 2024 Oct 30, 2024	BUY	$19.04 - $21.37 $273,680 - $307,172	14,374 Added 2.1%	697,452 $14.7 Billion
Q2 2024 Jul 30, 2024	BUY	$19.05 - $20.18 $116,871 - $123,804	6,135 Added 0.91%	683,078 $13.4 Billion
Q1 2024 May 07, 2024	SELL	$18.88 - $20.0 $61,624 - $65,280	-3,264 Reduced 0.48%	676,943 $13.5 Billion
Q4 2023 Apr 15, 2024	BUY	$17.01 - $19.55 $11.6 Million - $13.3 Million	680,207 New	680,207 $13.3 Billion

Others Institutions Holding IFV

# of Institutions

Shares Held

7.22M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

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