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First Tr Exch Traded Fd Iii shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii (TDVI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exch Traded Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii 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 Exch Traded Fd Iii by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 11k 28.65
2025-06-30 $207k 7.7k 26.78