Concurrent Investment Advisors, LLC
Position in DDIV — First Trust Dorsey Wright Momentum & Dividend ETF
CIK 2001015
Tampa, FL
All Filings in DDIV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DDIV | $3,445,626 | 85,195 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 DDIV | $3,308,868 | 79,655 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 DDIV | $1,379,831 | 34,331 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 DDIV | $547,406 | 14,330 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||