Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 34,004 shares of FXO stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,004

Holding current value

$1.97 Million

% of portfolio

0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$55.79 - $59.43 $1.9 Million - $2.02 Million	34,004 New	34,004 $2.05 Billion
Q2 2025 Jul 25, 2025	SELL	$45.9 - $56.06 $826,659 - $1.01 Million	-18,010 Reduced 82.29%	3,877 $217 Million
Q1 2025 Apr 29, 2025	SELL	$50.93 - $57.24 $1.23 Million - $1.38 Million	-24,100 Reduced 52.41%	21,887 $1.16 Billion
Q4 2024 Feb 03, 2025	SELL	$50.63 - $59.0 $95,943 - $111,805	-1,895 Reduced 3.96%	45,987 $2.49 Billion
Q3 2024 Oct 30, 2024	BUY	$45.78 - $51.72 $93,482 - $105,612	2,042 Added 4.45%	47,882 $2.45 Billion

Q2 2024 Jul 30, 2024	BUY	$43.95 - $47.69 $70,847 - $76,876	1,612 Added 3.64%	45,840 $2.12 Billion
Q1 2024 May 07, 2024	SELL	$42.44 - $47.52 $1.52 Million - $1.7 Million	-35,861 Reduced 44.78%	44,228 $2.1 Billion
Q4 2023 Apr 15, 2024	BUY	$35.41 - $43.72 $2.84 Million - $3.5 Million	80,089 New	80,089 $3.47 Billion

Others Institutions Holding FXO

# of Institutions

250

Shares Held

30.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC First Tr Exchange Traded Fd Fi Transaction History