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First Tr Exchange-traded shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange-traded (FICS) 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
2024-12-31 $1.9M 56k 33.95
2024-09-30 $2.0M 54k 37.48
2024-06-30 $1.7M 51k 34.20
2024-03-31 $1.8M 51k 34.99

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
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

LPL Financial
Raymond James Financial
Raymond James Financial Services Advisors
CWM
Cetera Investment Advisers
Key FInancial
Good Life Advisors
Golden State Wealth Management
H D Vest Advisory Services
Raymond James & Associates
Advisor Group Holdings
Cambridge Investment Research Advisors
Harbour Investments
World Equity Group
Integrated Wealth Concepts

View all funds holding First Tr Exchange-traded