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First Tr Exchange-traded Fd Cboe Vest shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange-traded Fd Cboe Vest (IGLD) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exchange-traded Fd Cboe Vest

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd Cboe Vest 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 Fd Cboe Vest by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 43k 23.94
2025-06-30 $721k 33k 21.71
2025-03-31 $682k 33k 20.97
2024-12-31 $564k 30k 18.88
2024-09-30 $346k 16k 21.57

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)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchange-traded Fd Cboe Vest

LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Luken Investment Analytics
Kestra Advisory Services
HFG Wealth Management
Cetera Investment Advisers
Advisor Group Holdings
Thrive Capital Management
XML Financial
Cavalier Investments
Hilton Capital Management
Wealth Enhancement Advisory Services
Insight Advisors, LLC/ PA
3EDGE Asset Management

View all funds holding First Tr Exchange-traded Fd Cboe Vest