How many shares of FXZ does STIFEL FINANCIAL CORP own?

As of 2026-Q2, STIFEL FINANCIAL CORP holds 50,766 shares of FXZ (FIRST TR EXCHANGE-TRADED FD).

What is STIFEL FINANCIAL CORP's FXZ position worth?

As of 2026-Q2, STIFEL FINANCIAL CORP's FXZ position is worth $4M.

In 2026-Q2, STIFEL FINANCIAL CORP increased their FXZ position (+39.9% change in shares).

Based on available 13F filings, STIFEL FINANCIAL CORP first reported a position in FXZ in 2018-Q4. They have held the position across 30 quarters.

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

Current Value

$4M

Current Shares

50,766

Total Value Change

+$3.7M

Total Shares Change

+41,350

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	50,766	+39.9%	$4M	0.0%	$79.44	35
2026-Q1	Decreased	36,287	-20.1%	$2.8M	0.0%	$77.44	0
2025-Q4	Increased	45,436	+51.0%	$2.9M	0.0%	$65.52	37
2025-Q3	Decreased	30,093	-41.8%	$1.9M	0.0%	$60.97	0
2025-Q2	Decreased	51,693	-30.3%	$2.9M	0.0%	$56.38	0
2025-Q1	Increased	74,185	+67.0%	$4.1M	0.0%	$54.55	39
2024-Q4	Increased	44,411	+6.3%	$2.5M	0.0%	$55.14	28
2024-Q3	Decreased	41,788	-52.8%	$2.8M	0.0%	$65.84	0
2024-Q2	Increased	88,571	+4.3%	$5.7M	0.0%	$63.00	28
2024-Q1	Decreased	84,928	-18.3%	$6.1M	0.0%	$69.12	0
2023-Q4	Decreased	104,002	-28.3%	$7.2M	0.0%	$66.63	0
2023-Q3	Decreased	144,995	-5.9%	$9.1M	0.0%	$60.63	0
2023-Q2	Decreased	154,019	-30.7%	$9.9M	0.0%	$61.06	0
2023-Q1	Increased	222,240	+60.0%	$14.5M	0.0%	$61.11	40
2022-Q4	Decreased	138,895	-23.2%	$8.4M	0.0%	$57.30	0
2022-Q3	Increased	180,811	+3.5%	$9.4M	0.0%	$48.90	29
2022-Q2	Increased	174,692	+4.7%	$9.9M	0.0%	$53.46	29
2022-Q1	Increased	166,833	+204.6%	$12M	0.0%	$67.17	45
2021-Q4	Increased	54,778	+19.0%	$3.4M	0.0%	$57.56	31
2021-Q3	Increased	46,023	+9.3%	$2.6M	0.0%	$52.65	29
2021-Q2	Increased	42,088	+12.5%	$2.4M	0.0%	$52.59	29
2021-Q1	Increased	37,425	+192.1%	$2.1M	0.0%	$50.84	42
2020-Q4	New	12,812	-	$616,000	0.0%	$44.13	34
2020-Q2	Exited	0	-100.0%	$0	0.0%	$31.19	0
2020-Q1	Increased	33,634	+5.6%	$919,000	0.0%	$24.93	26
2019-Q4	Increased	31,840	+368.9%	$1.3M	0.0%	$35.89	41
2019-Q3	Decreased	6,791	-0.5%	$256,000	0.0%	$33.08	0
2019-Q2	Decreased	6,823	-25.6%	$268,000	0.0%	$34.31	0
2019-Q1	Decreased	9,170	-2.6%	$347,000	0.0%	$33.72	0
2018-Q4	New	9,416	-	$317,000	0.0%	$29.41	33

Other major holders of FXZ: FIRST TRUST ADVISORS LP