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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 37,808 shares of IFV (FIRST TR EXCHANGE TRADED FD), worth $1M as of 2026-Q2. The position was increased (+5.7% shares). IFV represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1M

Current Shares

37,808

Total Value Change

-$6M

Total Shares Change

-296,236

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,808
+5.7%
$1M0.0%$26.93
27
2026-Q1
Decreased
35,760
-6.8%
$903,8250.0%$26.33
0
2025-Q4
Decreased
38,364
-4.4%
$952,7740.0%$24.80
0
2025-Q3
Increased
40,120
+39.0%
$966,5430.0%$24.17
33
2025-Q2
Increased
28,854
+5.7%
$661,3450.0%$22.47
26
2025-Q1
Decreased
27,290
-0.9%
$545,8450.0%$19.72
0
2024-Q4
Decreased
27,553
-91.8%
$528,2070.0%$18.80
0
2024-Q3
Decreased
334,044
-4.5%
$7M0.0%$20.62
0

Other major holders of IFV: UBS Group AG, MORGAN STANLEY

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