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FTRIFTRI
9 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF

Integrated Wealth Concepts LLC holds 55,563 shares of FTRI (FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF), worth $881,762 as of 2026-Q2. The position was increased (+117.4% shares). FTRI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$881,762

Current Shares

55,563

Total Value Change

+$482,762

Total Shares Change

+31,454

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
55,563
+117.4%
$881,7620.0%$15.87
40
2026-Q1
New
25,553
-
$456,1210.0%$18.47
33
2023-Q3
Exited
0
-100.0%
$00.0%$11.60
0
2023-Q2
Decreased
42,435
-0.9%
$533,4100.0%$11.35
0
2023-Q1
Decreased
42,831
-48.6%
$568,0000.0%$11.75
0
2022-Q4
Increased
83,281
+250.6%
$1.1M0.0%$12.02
41
2022-Q3
Decreased
23,752
-1.2%
$290,0000.0%$10.54
0
2022-Q2
Decreased
24,042
-0.3%
$320,0000.0%$11.38
0
2022-Q1
New
24,109
-
$399,0000.0%$13.58
33

Other major holders of FTRI: LPL Financial LLC

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