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Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in FIRST TR EXCHANGE-TRADED FD

OSAIC HOLDINGS, INC. holds 890,206 shares of FDD (FIRST TR EXCHANGE-TRADED FD), worth $16.5M as of 2026-Q2. The position was increased (+11.0% shares). FDD represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$16.5M

Current Shares

890,206

Total Value Change

+$15.9M

Total Shares Change

+844,346

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
890,206
+11.0%
$16.5M0.0%$18.55
31
2026-Q1
Decreased
801,946
-9.4%
$14.3M0.0%$17.98
0
2025-Q4
Increased
884,982
+4.1%
$15.5M0.0%$17.56
29
2025-Q3
Increased
849,916
+49.1%
$13.6M0.0%$15.91
39
2025-Q2
Increased
569,857
+6008.4%
$8.9M0.0%$15.14
44
2025-Q1
Decreased
9,329
-80.6%
$126,6160.0%$13.13
0
2024-Q4
Increased
47,981
+4.6%
$540,1070.0%$10.75
25
2024-Q3
Decreased
45,860
-1.1%
$571,4160.0%$11.71
0

Other major holders of FDD: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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