Question 1

How many shares of FXZ does D.A. DAVIDSON & CO. own?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO. holds 53,341 shares of FXZ (FIRST TR EXCHANGE-TRADED FD).

Question 2

What is D.A. DAVIDSON & CO.'s FXZ position worth?

Accepted Answer

As of 2026-Q2, D.A. DAVIDSON & CO.'s FXZ position is worth $4.2M.

Question 3

Is D.A. DAVIDSON & CO. buying or selling FXZ?

Accepted Answer

In 2026-Q2, D.A. DAVIDSON & CO. decreased their FXZ position (-1.3% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy FXZ?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in FXZ in 2022-Q1. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	53,341	-1.3%	$4.2M	0.0%	$79.44	0
2026-Q1	New	54,059	-	$4.1M	0.0%	$77.44	37
2023-Q4	Exited	0	-100.0%	$0	0.0%	$66.63	0
2023-Q3	Decreased	3,636	-88.0%	$229,194	0.0%	$60.63	0
2023-Q2	Decreased	30,298	-81.1%	$1.9M	0.0%	$61.06	0
2023-Q1	Increased	160,420	+4285.5%	$10.5M	0.1%	$61.11	54
2022-Q4	Decreased	3,658	-11.4%	$221,638	0.0%	$57.30	0
2022-Q3	Decreased	4,131	-97.8%	$214,000	0.0%	$48.90	0
2022-Q2	Increased	183,760	+0.7%	$10.4M	0.1%	$53.46	33
2022-Q1	New	182,528	-	$13.1M	0.1%	$67.17	46

FXZ10 quarters

FXZ
10 quarters