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FTRBFTRB
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Position history for IWIntegrated Wealth Concepts LLC's holdings in FEDERATED HERMES ETF TRUST

Integrated Wealth Concepts LLC holds 233,989 shares of FTRB (FEDERATED HERMES ETF TRUST), worth $5.9M as of 2026-Q2. The position was increased (+10.5% shares). FTRB represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.9M

Current Shares

233,989

Total Value Change

-$2M

Total Shares Change

-71,955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
233,989
+10.5%
$5.9M0.0%$24.99
30
2026-Q1
New
211,798
-
$5.3M0.0%$24.81
37
2025-Q4
Exited
0
-100.0%
$00.0%$24.83
0
2025-Q3
Increased
169,396
+13.3%
$4.3M0.0%$24.51
30
2025-Q2
Decreased
149,527
-4.9%
$3.8M0.0%$23.96
0
2025-Q1
Increased
157,227
+3.2%
$3.9M0.0%$23.65
28
2024-Q4
Decreased
152,407
-50.2%
$3.8M0.0%$23.07
0
2024-Q3
Decreased
305,944
-1.1%
$7.9M0.1%$23.79
0

Other major holders of FTRB: Cetera Investment Advisers, TRUIST FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

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