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EIPXEIPX
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Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Integrated Wealth Concepts LLC holds 56,722 shares of EIPX (FIRST TR EXCHANGE-TRADED FD), worth $1.8M as of 2026-Q2. The position was increased (+40.8% shares). EIPX represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$1.8M

Current Shares

56,722

Total Value Change

+$497,160

Total Shares Change

+3,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
56,722
+40.8%
$1.8M0.0%$31.30
34
2026-Q1
Decreased
40,279
-4.1%
$1.3M0.0%$31.51
0
2025-Q4
Decreased
41,991
-17.2%
$1.1M0.0%$26.60
0
2025-Q3
Decreased
50,740
-1.9%
$1.3M0.0%$26.09
0
2025-Q2
Decreased
51,720
-4.7%
$1.3M0.0%$25.27
0
2025-Q1
Decreased
54,254
-0.8%
$1.4M0.0%$25.29
0
2024-Q4
Increased
54,667
+3.4%
$1.3M0.0%$23.63
26
2024-Q3
Increased
52,869
+79.9%
$1.3M0.0%$23.19
39

Other major holders of EIPX: LPL Financial LLC, Cresset Asset Management, LLC

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