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First Tr Exchange-traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) 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 $6.6M 256k 25.85
2025-06-30 $5.6M 229k 24.71
2025-03-31 $4.5M 192k 23.72
2024-12-31 $3.3M 137k 24.24
2024-09-30 $1.6M 64k 24.64
2024-06-30 $329k 14k 23.38