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First Tr Exchange-traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Tr Exchange-traded by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 312k 21.23
2025-06-30 $11M 500k 20.98
2025-03-31 $216k 10k 20.75

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
TCP Asset Management
Per Stirling Capital Management
Manchester Financial
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
Cambridge Investment Research Advisors
Stephens
Wiley Bros.-aintree Capital
Northeast Planning Associates, Inc. / Nh /
Owen LaRue

View all funds holding First Tr Exchange-traded