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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in FIRST TR EXCHANGE-TRADED FD

STIFEL FINANCIAL CORP holds 1.2M shares of FDL (FIRST TR EXCHANGE-TRADED FD), worth $59.1M as of 2026-Q2. The position was decreased (-1.8% shares). FDL represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$59.1M

Current Shares

1.2M

Total Value Change

+$16.4M

Total Shares Change

+197,790

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-1.8%
$59.1M0.0%$48.66
0
2026-Q1
Decreased
1.2M
-29.3%
$62.8M0.1%$50.31
0
2025-Q4
Decreased
1.7M
-4.1%
$77.5M0.1%$43.57
0
2025-Q3
Decreased
1.8M
-11.4%
$79.1M0.1%$42.13
0
2025-Q2
Increased
2.1M
+13.7%
$86.1M0.1%$40.24
34
2025-Q1
Increased
1.8M
+52.3%
$78.6M0.1%$41.29
42
2024-Q4
Increased
1.2M
+17.0%
$47.8M0.0%$37.96
34
2024-Q3
Increased
1M
+0.1%
$42.6M0.0%$38.79
29

Other major holders of FDL: Steward Partners Investment Advisory, LLC, LPL Financial LLC

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