Concurrent Investment Advisors, LLC
Position in FCVT — First Trust SSI Strategic Convertible Securities ETF
CIK 2001015
Tampa, FL
All Filings in FCVT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 FCVT | $5,491,827 | 149,275 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 FCVT | $2,840,363 | 79,562 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 FCVT | $5,320,549 | 157,041 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||