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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai 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 Exchng Traded Fd Vi tcw unconstrai by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 802k 24.60
2023-09-30 $19M 794k 23.90
2023-06-30 $18M 726k 24.17
2022-03-31 $556k 22k 25.55
2021-12-31 $686k 26k 26.35

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
LPL Financial
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
Harbour Investments
Envestnet Asset Management
Advisor Group Holdings
Branch Banking & Trust Company
Commonwealth Equity Services
Aptus Capital Advisors
Apollon Wealth Management
Csenge Advisory Group
Larson Financial Group
Wagner Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai