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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in FIRST TR EXCH TRD ALPHDX FD

STIFEL FINANCIAL CORP holds 6,431 shares of FSZ (FIRST TR EXCH TRD ALPHDX FD), worth $527,524 as of 2026-Q2. The position was decreased (-1.6% shares). FSZ represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$527,524

Current Shares

6,431

Total Value Change

+$28,870

Total Shares Change

-642

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,431
-1.6%
$527,5240.0%$82.03
0
2026-Q1
Unchanged
6,534
0.0%
$518,2800.0%$83.09
0
2025-Q4
Unchanged
6,534
0.0%
$523,3100.0%$80.51
0
2025-Q3
Decreased
6,534
-0.3%
$501,9450.0%$75.87
0
2025-Q2
Unchanged
6,556
0.0%
$501,4690.0%$75.78
0
2025-Q1
Decreased
6,556
-4.9%
$443,5140.0%$67.74
0
2024-Q4
Decreased
6,894
-2.5%
$432,5310.0%$61.89
0
2024-Q3
Increased
7,073
+12.7%
$498,6540.0%$69.86
27

Other major holders of FSZ: FIRST TRUST ADVISORS LP

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