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Flexshares Tr qlt div def idx shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Flexshares Tr qlt div def idx (QDEF) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Flexshares Tr qlt div def idx

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr qlt div def idx held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr qlt div def idx by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 3.4k 79.98
2025-06-30 $252k 3.4k 74.05
2025-03-31 $237k 3.4k 69.90
2024-12-31 $237k 3.4k 70.23

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Top funds holding Flexshares Tr qlt div def idx

Northern Trust
LPL Financial
RVW Wealth
Sloy Dahl & Holst
Northwestern Mutual Wealth Management Company
Raymond James Financial
Putnam Fl Investment Management
Mml Investors Services
Texas Capital Bank Wealth Management Services
Morgan Stanley
Creative Planning
Cetera Investment Advisers
Foresight Capital Management Advisors
L & S Advisors
Royal Bank of Canada

View all funds holding Flexshares Tr qlt div def idx