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First Tr Exchng Traded Fd Vi shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (GJUL) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi 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 Exchng Traded Fd Vi by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 166k 34.75
2024-03-31 $5.6M 166k 33.87
2023-09-30 $4.9M 165k 29.94

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)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchng Traded Fd Vi

Ferguson Shapiro
Raymond James Financial Services Advisors
Lifestyle Asset Management
IFP Advisors
Altfest L J & Co
Envestnet Asset Management
Americana Partners
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
Branch Banking & Trust Company
Cary Street Partner Investment Advisory
Integrated Wealth Concepts
Cetera Investment Advisers
Kestra Advisory Services

View all funds holding First Tr Exchng Traded Fd Vi