Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

FDNFDN
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 26,449 shares of FDN (FIRST TR EXCHANGE-TRADED FD), worth $7M as of 2026-Q2. The position was increased (+1.5% shares). FDN represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$7M

Current Shares

26,449

Total Value Change

+$3.1M

Total Shares Change

+7,863

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,449
+1.5%
$7M0.0%$264.72
28
2026-Q1
Increased
26,066
+20.3%
$6.1M0.0%$242.21
32
2025-Q4
Decreased
21,668
-1.0%
$5.8M0.0%$271.27
0
2025-Q3
Increased
21,880
+16.6%
$6.1M0.0%$283.62
32
2025-Q2
Decreased
18,762
-0.1%
$5.1M0.0%$267.25
0
2025-Q1
Increased
18,789
+2.4%
$4.2M0.0%$223.37
27
2024-Q4
Decreased
18,349
-1.3%
$4.5M0.0%$245.43
0
2024-Q3
Increased
18,586
+17.2%
$3.9M0.0%$211.57
31

Other major holders of FDN: FIRST TRUST ADVISORS LP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used