Integrated Wealth Concepts »

First Tr Exchange-traded shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchange-traded (LQTI) 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
2025-12-31 $252k 13k 20.12

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchange-traded

Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
Commonwealth Equity Services
Janney Montgomery Scott
Cooper Capital Advisors
Creative Financial Designs
LexAurum Advisors
Cetera Investment Advisers
Sulzberger Capital Advisors
Mutual Advisors
Prosperity Financial Group
Jane Street
Delta Investment Management
Independent Wealth Network
SageGuard Financial Group

View all funds holding First Tr Exchange-traded