Concurrent Investment Advisors »

First Tr Exchange-traded Fd dorsy wr momnt shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded Fd dorsy wr momnt (DVOL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Tr Exchange-traded Fd dorsy wr momnt

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd dorsy wr momnt held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded Fd dorsy wr momnt by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $276k 8.2k 33.88
2024-09-30 $259k 7.8k 33.15
2024-06-30 $238k 7.9k 30.27

More positions owned by Concurrent Investment Advisors

Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Dutch Bros Cl A (BROS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exchange-traded Fd dorsy wr momnt

Morgan Stanley
Virtus Wealth Solutions
CWM
Raymond James Financial
Raymond James & Associates
Baird Financial
Citadel Advisors
LPL Financial
Private Advisory
Prospera Financial Services
Brian McDonald
Susquehanna International
Cetera Investment Advisers
MTM Investment Management
UBS Group

View all funds holding First Tr Exchange-traded Fd dorsy wr momnt