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First Tr Exchange-traded Fd cmn shares owned by Concurrent Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd 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 Exchange-traded Fd cmn by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 122k 41.23
2023-12-31 $4.3M 104k 41.57

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exchange-traded Fd cmn

Wells Fargo & Company
One Capital Management
UBS Group
Royal Bank of Canada
Jane Street
Commonwealth Equity Services
Park National Corp
Bank of America Corporation
Kingsview Wealth Management
Kmg Fiduciary Partners
Csenge Advisory Group
Private Advisor
Raymond James & Associates
Arkadios Wealth Advisors
Prospera Financial Services

View all funds holding First Tr Exchange-traded Fd cmn