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FTCBFTCB
5 quarters

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

Integrated Wealth Concepts LLC holds 369,605 shares of FTCB (FIRST TR EXCHANGE-TRADED FD), worth $7.7M as of 2026-Q2. The position was increased (+75.5% shares). FTCB represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.7M

Current Shares

369,605

Total Value Change

+$4.8M

Total Shares Change

+231,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
369,605
+75.5%
$7.7M0.0%$20.77
41
2026-Q1
Increased
210,621
+24.1%
$4.4M0.0%$20.62
33
2025-Q4
Increased
169,745
+5.6%
$3.6M0.0%$20.62
28
2025-Q3
Increased
160,752
+16.2%
$3.4M0.0%$20.36
31
2025-Q2
New
138,344
-
$2.9M0.0%$19.90
36

Other major holders of FTCB: LPL Financial LLC, MORGAN STANLEY

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