Integrated Wealth Concepts’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Integrated Wealth Concepts’s Portfolio NFTY Stock Details NFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,064	Closed	-$724K	–	2060
2025 Q2	$724K	Sell	12,064 -560	-4%	-$32.3K	0.01%	1077
2025 Q1	$704K	Sell	12,624 -29,017	-70%	-$1.58M	0.01%	994
2024 Q4	$2.33M	Sell	41,641 -25,390	-38%	-$1.52M	0.03%	509
2024 Q3	$4.35M	Buy	67,031 +876	+1%	+$54.6K	0.05%	324
2024 Q2	$3.99M	Sell	66,155 -97	-0.1%	-$5.6K	0.05%	313
2024 Q1	$3.77M	Buy	+66,252	New	+$3.7M	0.05%	325

Other funds holding NFTY

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's NFTY Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q3 2025, closing a stake of 12,064 shares — an estimated $724K sold.

Integrated Wealth Concepts first reported a position in NFTY in Q1 2024 and held it in 6 quarters. The position peaked at $4.35M in Q3 2024. 67 funds tracked by Wall St. Rank hold NFTY as of Q3 2025.

Integrated Wealth Concepts reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 12,064 First Trust India Nifty 50 Equal Weight ETF shares in Q3 2025, an estimated $724K.
Integrated Wealth Concepts first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q1 2024 and held it in 6 quarters.
Integrated Wealth Concepts's First Trust India Nifty 50 Equal Weight ETF position peaked at $4.35M in Q3 2024.
67 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.