First Tr Exchange-traded shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in First Tr Exchange-traded
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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 |
|---|---|---|---|
| 2025-09-30 | $14M | 521k | 25.85 |
| 2025-06-30 | $7.8M | 316k | 24.71 |
| 2025-03-31 | $7.6M | 320k | 23.72 |
| 2024-12-31 | $7.1M | 295k | 24.24 |
| 2024-09-30 | $6.9M | 280k | 24.64 |
| 2024-06-30 | $5.3M | 227k | 23.38 |
| 2024-03-31 | $4.6M | 190k | 24.48 |
| 2023-09-30 | $2.1M | 101k | 21.07 |
| 2023-06-30 | $1.6M | 73k | 21.97 |
| 2023-03-31 | $853k | 40k | 21.46 |
| 2022-12-31 | $306k | 14k | 21.26 |
More positions owned by Integrated Wealth Concepts
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