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First Tr Exchange-traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) 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 $6.1M 286k 21.31
2025-06-30 $5.1M 241k 21.06

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
Envestnet Asset Management
LVZ Advisors
Long Run Wealth Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Seascape Capital Management
Wiley Bros.-aintree Capital
Stephens
Advisor Group Holdings
Cambridge Investment Research Advisors
Prospera Financial Services
McCarthy & Cox

View all funds holding First Tr Exchange-traded