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First Tr Exchange-traded shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchange-traded (WCME) 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 $1.5M 86k 17.22
2025-09-30 $1.3M 75k 17.17
2025-06-30 $1.1M 67k 15.76

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

WESPAC Advisors SoCal
Concurrent Investment Advisors
Daymark Wealth Partners
Cetera Investment Advisers
Jane Street
Flow Traders US
Maridea Wealth Management
GPS Wealth Strategies Group
BKA Wealth Consulting
Stonehaven Wealth & Tax Solutions
Blackhawk Capital Partners
Royal Bank of Canada
FMR
Topsail Wealth Management

View all funds holding First Tr Exchange-traded