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First Tr Exchange-traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (FTGS) 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
2025-12-31 $1.2M 34k 35.35
2025-09-30 $228k 6.4k 35.91

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Cetera Investment Advisers
CWM
Cambridge Investment Research Advisors
Envestnet Asset Management
Stifel Financial
Advisor Group Holdings
Kestra Advisory Services
Commonwealth Equity Services
ODonnell Financial Services
Mach-1 Financial Group
Hobart Private Capital
Independent Advisor Alliance
Royal Bank of Canada

View all funds holding First Tr Exchange-traded