Back to IW Integrated Wealth Concepts LLC

ROBTROBT
Showing 4 of 8 quarters

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

Integrated Wealth Concepts LLC holds 80,649 shares of ROBT (FIRST TR EXCHANGE TRADED FD), worth $3.7M as of 2026-Q1. The position was increased (+30.0% shares). ROBT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$3.7M

Current Shares

80,649

Total Value Change

+$1.8M

Total Shares Change

+40,594

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
80,649
+30.0%
$3.7M0.0%$49.33
34
2025-Q4
Increased
62,022
+47.9%
$3.2M0.0%$52.43
36
2025-Q3
Increased
41,938
+4.7%
$2.2M0.0%$52.62
27
2025-Q2
New
40,055
-
$1.9M0.0%$48.08
36

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used