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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.3M | 51k | 26.17 |
| 2025-06-30 | $1.3M | 52k | 25.63 |
| 2025-03-31 | $1.4M | 54k | 26.05 |
| 2024-12-31 | $1.3M | 55k | 24.51 |
| 2024-09-30 | $1.3M | 53k | 24.18 |
| 2024-06-30 | $686k | 29k | 23.35 |
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