INTEGRATED WEALTH CONCEPTS LLC – First Trust Rising Dividend Achievers ETF Transaction History
INTEGRATED WEALTH CONCEPTS LLC portfolio value:
$11.39M
portfolio value
INTEGRATED WEALTH CONCEPTS LLC quarter portfolio value change:
-4.99%
quarter
First Trust Rising Dividend Achievers ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.30% | -6.90K shares | -881K | $38.88 | 293.18K |
| Q2 2022 | share | Increase | +10.42% | 28.31K shares | -1.03M | $40.92 | 300.09K |
| Q1 2022 | share | Increase | +136.87% | 157.04K shares | 7.37M | $49 | 271.78K |
| Q4 2021 | share | Increase | +20.82% | 19.77K shares | 1.43M | $51.82 | 114.74K |
| Q3 2021 | share | Decrease | -1.68% | -1.62K shares | -132K | $47.47 | 94.96K |
| Q2 2021 | share | Increase | +699.96% | 84.52K shares | 4.09M | $47.91 | 96.59K |
| Q1 2021 | share | Increase | +125.91% | 6.73K shares | 336K | $45.25 | 12.07K |
| Q4 2020 | share | Increase | 0.00% | 5.34K shares | 213K | $39.63 | 5.34K |
| Q2 2019 | share | Decrease | -100.00% | -6.96K shares | -208K | $29.96 | 0 |
| Q1 2019 | share | Increase | 0.00% | 6.96K shares | 208K | $28.65 | 6.96K |