Back to IW Integrated Wealth Concepts LLC
XPND6 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHNG TRADED FD VI
Yes. Integrated Wealth Concepts holds 163,627 shares of XPND, worth $6.8M, as of its Q2 2026 13F filing. It reduced the position by 20,550 shares (-11.2%) from Q1 2026. Integrated Wealth Concepts has held XPND since Q1 2026, across 2 quarterly 13F filings.
Current Value
$6.8M
Current Shares
163,627
Total Value Change
+$2.6M
Total Shares Change
+12,065
Quarter-by-Quarter History
Other major holders of XPND: Cerity Partners LLC, OSAIC HOLDINGS, INC.