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First Tr Exch Traded Fd Iii cmn shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Tr Exch Traded Fd Iii cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii cmn 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 Exch Traded Fd Iii cmn by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 16k 19.07
2024-06-30 $582k 32k 18.37
2024-03-31 $527k 29k 18.22
2023-12-31 $304k 17k 17.83

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exch Traded Fd Iii cmn

Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Chas. P. Smith & Associates, PA, CPA's
Envestnet Asset Management
Raymond James Financial Services Advisors
Citizens Business Bank
Key FInancial
Jpmorgan Chase & Co
Essex
Advisor Group Holdings
Branch Banking & Trust Company
Adamsbrown Wealth Consultants
Fukoku Mutual Life Insurance

View all funds holding First Tr Exch Traded Fd Iii cmn