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First Tr Exchange-traded shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) 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
2024-09-30 $1.3M 53k 24.18
2024-06-30 $686k 29k 23.35

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
ARGI Investment Services
Private Advisor
LPL Financial
Stifel Financial
Rockefeller Capital Management
Summit Trail Advisors
Rock Creek Group
Integrated Wealth Concepts
Cedrus
Jane Street
Royal Bank of Canada
CVA Family Office
Prosperity Wealth Management

View all funds holding First Tr Exchange-traded