FFWM
IDEQ

Future Financial Wealth Management’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Future Financial Wealth Management’s Portfolio IDEQ Stock Details IDEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.58M Buy
+75,731
New +$2.47M 1.66% 17

Other funds holding IDEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return
PB
Prosperity Bancshares Houston, Texas $125M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Future Financial Wealth Management's IDEQ Position: Q1 2026 in Review

Future Financial Wealth Management opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q1 2026: 75,731 shares worth $2.58M. The stake represents 1.66% of the portfolio and ranks #17 among its holdings.

58 funds tracked by Wall St. Rank hold IDEQ as of Q1 2026.

  • Future Financial Wealth Management held 75,731 shares of Lazard International Dynamic Equity ETF worth $2.58M as of Q1 2026.
  • Lazard International Dynamic Equity ETF was a new Future Financial Wealth Management position in Q1 2026.
  • Lazard International Dynamic Equity ETF made up 1.66% of Future Financial Wealth Management's portfolio in Q1 2026, its #17 holding.
  • 58 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.