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

STIFEL FINANCIAL CORP holds 2.2M shares of FVD (FIRST TR EXCHANGE-TRADED FD), worth $106.7M as of 2026-Q2. The position was increased (+2.1% shares). FVD represents 0.1% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$106.7M

Current Shares

2.2M

Total Value Change

-$3.3M

Total Shares Change

-203,576

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+2.1%
$106.7M0.1%$48.18
31
2026-Q1
Decreased
2.2M
-6.5%
$102.1M0.1%$49.65
0
2025-Q4
Increased
2.3M
+0.7%
$106.9M0.1%$46.42
30
2025-Q3
Increased
2.3M
+1.6%
$106.5M0.1%$45.62
30
2025-Q2
Increased
2.3M
+0.2%
$101.3M0.1%$43.88
30
2025-Q1
Decreased
2.3M
-1.5%
$100.9M0.1%$43.40
0
2024-Q4
Decreased
2.3M
-5.0%
$100.3M0.1%$42.45
0
2024-Q3
Decreased
2.4M
-1.9%
$110M0.1%$44.10
0

Other major holders of FVD: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

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