FIRST TRUST LRGCP GWT ALPHAD

Ticker: FTC CUSIP: 33735K108 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,896 Value ($000) $303 Avg Close — Range —
Q3 2025
Shares 1,896 Value ($000) $305 Avg Close — Range —
Q2 2025
Shares 1,896 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 1,896 Value ($000) $249 Avg Close — Range —
Q4 2024
Shares 1,896 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 1,896 Value ($000) $249 Avg Close — Range —
Q2 2024
Shares 1,896 Value ($000) $232 Avg Close — Range —
Q1 2024
Shares 1,913 Value ($000) $236 Avg Close — Range —
Q4 2023
Shares 1,913 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 1,980 Value ($000) $211 Avg Close — Range —
Q4 2021
Shares 1,980 Value ($000) $238 Avg Close — Range —
Q3 2021
Shares 1,980 Value ($000) $220 Avg Close — Range —
Q2 2021
Shares 1,980 Value ($000) $217 Avg Close — Range —
Q1 2021
Shares 2,078 Value ($000) $203 Avg Close — Range —
Q4 2020
Shares 2,078 Value ($000) $201 Avg Close — Range —