Integrated Wealth Concepts LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,273 shares of FPEI stock, worth $199,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,273
Previous 12,750 19.43%
Holding current value
$199,809
Previous $238,000 18.07%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$17.99 - $18.99 $44,561 - $47,038
-2,477 Reduced 19.43%
10,273 $195,000
Q1 2025

May 15, 2025
BUY
$18.54 - $18.88 $236,385 - $240,720
12,750 New
12,750 $238,000

Others Institutions Holding FPEI

# of Institutions
190
Shares Held
68.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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