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First Tr Exchange-traded shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 579k 18.77
2023-09-30 $406k 22k 18.39
2023-06-30 $477k 26k 18.62
2023-03-31 $482k 26k 18.81

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchange-traded

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Stifel Financial
Csenge Advisory Group
Royal Bank of Canada
Envestnet Asset Management
Stephens
Cetera Investment Advisers
Commonwealth Equity Services
Kestra Advisory Services
Cambridge Investment Research Advisors
Integrated Wealth Concepts
Advisor Group Holdings

View all funds holding First Tr Exchange-traded