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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in FIRST TR EXCHANGE-TRADED FD

D.A. DAVIDSON & CO. holds 32,114 shares of FPX (FIRST TR EXCHANGE-TRADED FD), worth $6.6M as of 2026-Q2. The position was increased (+6.2% shares). FPX represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$6.6M

Current Shares

32,114

Total Value Change

+$3.6M

Total Shares Change

+5,045

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
32,114
+6.2%
$6.6M0.0%$206.18
29
2026-Q1
Increased
30,246
+6.9%
$4.8M0.0%$164.32
29
2025-Q4
Increased
28,282
+7.7%
$4.6M0.0%$166.05
29
2025-Q3
Decreased
26,271
-0.3%
$4.4M0.0%$165.19
0
2025-Q2
Decreased
26,357
-8.0%
$3.8M0.0%$141.81
0
2025-Q1
Increased
28,649
+3.1%
$3.2M0.0%$111.56
27
2024-Q4
Increased
27,790
+2.7%
$3.3M0.0%$120.03
27
2024-Q3
Decreased
27,069
-15.1%
$3M0.0%$109.13
0

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

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