Concurrent Investment Advisors, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Number of Shares
17,010
Previous 15,772 7.85%
Holding current value
$338 Million
Previous $313 Million 8.12%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
1,238 Added 7.85%
17,010 $338 Million
Q3 2025

Oct 27, 2025
SELL
N/A
-2,411 Reduced 13.26%
15,772 $313 Million
Q2 2025

Jul 25, 2025
BUY
N/A
18,183 New
18,183 $359 Million
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