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XPNDXPND
6 quarters

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

Integrated Wealth Concepts LLC holds 163,627 shares of XPND (FIRST TR EXCHNG TRADED FD VI), worth $6.8M as of 2026-Q2. The position was decreased (-11.2% shares). XPND represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$6.8M

Current Shares

163,627

Total Value Change

+$2.6M

Total Shares Change

+12,065

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
163,627
-11.2%
$6.8M0.0%$41.84
0
2026-Q1
New
184,177
-
$6M0.0%$34.17
38
2025-Q4
Exited
0
-100.0%
$00.0%$36.48
0
2025-Q3
Increased
154,647
+9.5%
$5.6M0.1%$36.19
30
2025-Q2
Decreased
141,266
-6.8%
$4.8M0.0%$33.19
0
2025-Q1
New
151,562
-
$4.3M0.0%$28.15
37

Other major holders of XPND: Cerity Partners LLC, OSAIC HOLDINGS, INC.

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