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First Tr Exchange Traded Fd lng dur oprtun shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exchange Traded Fd lng dur oprtun

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024200k300k400k500k600k10k15k20k25k30k
Value ($)Share countHistorical LGOV position of Integrated Wealth Concepts Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun 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 lng dur oprtun by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 9.8k 22.40
2024-06-30 $496k 24k 21.03
2024-03-31 $561k 26k 21.38
2023-09-30 $524k 26k 20.28
2023-06-30 $643k 29k 22.25
2023-03-31 $659k 29k 22.80

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 Fd lng dur oprtun

LPL Financial
Raymond James Financial
Morgan Stanley
Envestnet Asset Management
Atria Wealth Solutions
Cambridge Investment Research Advisors
GDS Wealth Management
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Financial Enhancement
Marshall Financial Group
Csenge Advisory Group
Stephens
Advisor Group Holdings

View all funds holding First Tr Exchange Traded Fd lng dur oprtun