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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in FIRST TR EXCH TRADED FD III

STIFEL FINANCIAL CORP holds 221,365 shares of FSMB (FIRST TR EXCH TRADED FD III), worth $4.4M as of 2026-Q2. The position was increased (+14.9% shares). FSMB represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$4.4M

Current Shares

221,365

Total Value Change

-$489,396

Total Shares Change

-24,235

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
221,365
+14.9%
$4.4M0.0%$19.94
31
2026-Q1
Decreased
192,572
-13.7%
$3.8M0.0%$19.75
0
2025-Q4
Decreased
223,207
-5.5%
$4.5M0.0%$19.68
0
2025-Q3
Increased
236,103
+18.4%
$4.7M0.0%$19.56
32
2025-Q2
Decreased
199,372
-4.5%
$4M0.0%$19.24
0
2025-Q1
Decreased
208,872
-6.0%
$4.2M0.0%$19.05
0
2024-Q4
Decreased
222,331
-9.5%
$4.4M0.0%$18.88
0
2024-Q3
Increased
245,600
+12.1%
$4.9M0.0%$18.90
30

Other major holders of FSMB: MORGAN STANLEY

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