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First Tr Exch Traded Fd Iii cmn shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exch Traded Fd Iii cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii cmn 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 Exch Traded Fd Iii cmn by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $439k 23k 19.00
2025-06-30 $195k 10k 18.99
2025-03-31 $238k 13k 18.70

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exch Traded Fd Iii cmn

Morgan Stanley
UBS Group
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Chas. P. Smith & Associates, PA, CPA's
Goss Wealth Management
Raymond James Financial
Montis Financial
Envestnet Asset Management
Branch Banking & Trust Company
Jane Street
Fukoku Mutual Life Insurance
Legacy Edge Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management

View all funds holding First Tr Exch Traded Fd Iii cmn