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Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Steward Partners Investment Advisory, LLC holds 314,308 shares of FDL (FIRST TR EXCHANGE-TRADED FD), worth $15.3M as of 2026-Q2. The position was increased (+4.0% shares). FDL represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$15.3M

Current Shares

314,308

Total Value Change

+$5.7M

Total Shares Change

+84,942

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
314,308
+4.0%
$15.3M0.1%$48.66
29
2026-Q1
Increased
302,261
+72.7%
$15.4M0.1%$50.91
42
2025-Q4
Decreased
174,985
-1.3%
$7.8M0.0%$44.56
0
2025-Q3
Decreased
177,316
-2.3%
$7.7M0.0%$42.54
0
2025-Q2
Decreased
181,480
-15.7%
$7.6M0.1%$40.88
0
2025-Q1
Increased
215,269
+4.4%
$9.4M0.1%$41.40
29
2024-Q4
Decreased
206,223
-10.1%
$8.3M0.1%$38.12
0
2024-Q3
Decreased
229,366
-1.3%
$9.6M0.1%$39.27
0

Other major holders of FDL: LPL Financial LLC

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