Question 1

How many shares of FDD does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 166,357 shares of FDD (FIRST TR EXCHANGE-TRADED FD).

Question 2

What is Steward Partners Investment Advisory, LLC's FDD position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FDD position is worth $3.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FDD?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FDD position (+0.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FDD?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FDD in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	166,357	+0.9%	$3.1M	0.0%	$18.55	27
2026-Q1	Increased	164,847	+0.7%	$2.9M	0.0%	$17.98	26
2025-Q4	Increased	163,764	+1.9%	$2.9M	0.0%	$17.56	27
2025-Q3	Decreased	160,688	-2.4%	$2.6M	0.0%	$15.91	0
2025-Q2	Increased	164,659	+3531.7%	$2.6M	0.0%	$15.14	42
2025-Q1	Decreased	4,534	-77.7%	$61,525	0.0%	$13.13	0
2024-Q4	Increased	20,308	+9.3%	$228,598	0.0%	$10.75	25
2024-Q3	Increased	18,583	+12.8%	$231,543	0.0%	$11.71	26
2024-Q2	Increased	16,475	+9.6%	$192,916	0.0%	$10.82	25
2024-Q1	Decreased	15,036	-42.5%	$177,825	0.0%	$10.56	0
2023-Q4	Decreased	26,170	-0.9%	$315,887	0.0%	$10.74	0
2023-Q3	Increased	26,399	+14.1%	$287,495	0.0%	$9.55	27
2023-Q2	Unchanged	23,135	0.0%	$262,581	0.0%	$9.69	0
2023-Q1	Increased	23,135	+73.6%	$269,869	0.0%	$9.73	35
2022-Q4	Decreased	13,325	-35.8%	$151,371	0.0%	$9.40	0
2022-Q3	Decreased	20,743	-93.9%	$194,000	0.0%	$7.70	0
2022-Q2	Increased	337,857	+16.7%	$3.7M	0.1%	$8.89	31
2022-Q1	Increased	289,507	+31.1%	$3.8M	0.1%	$10.58	34
2021-Q4	Increased	220,861	+88.1%	$3.2M	0.0%	$11.19	41
2021-Q3	Increased	117,395	+2.9%	$1.6M	0.0%	$10.78	26
2021-Q2	Decreased	114,122	-59.7%	$1.7M	0.0%	$11.16	0
2021-Q1	Increased	283,182	+111.6%	$2B	0.0%	$10.63	51
2020-Q4	Increased	133,832	+3712.9%	$1.7M	0.0%	$9.82	41
2020-Q3	Increased	3,510	+1.1%	$36,000	0.0%	$7.61	20
2020-Q2	Decreased	3,470	-52.6%	$36,000	0.0%	$7.64	0
2020-Q1	Decreased	7,327	-33.3%	$70,000	0.0%	$6.98	0
2019-Q4	Increased	10,989	+33.8%	$154,000	0.0%	$10.00	29
2019-Q3	Increased	8,211	+0.3%	$104,000	0.0%	$9.05	22
2019-Q2	New	8,189	-	$102,000	0.0%	$8.86	30

FDD29 quarters

FDD
29 quarters