Question 1

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

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC holds 45,114 shares of FEP (FIRST TR EXCH TRD ALPHDX FD).

Question 2

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

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC's FEP position is worth $2.5M.

Question 3

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

Accepted Answer

In 2026-Q1, Steward Partners Investment Advisory, LLC decreased their FEP position (-0.3% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FEP in 2019-Q2. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	45,114	-0.3%	$2.5M	0.0%	$55.74	0
2025-Q4	Increased	45,232	+1.3%	$2.4M	0.0%	$53.97	26
2025-Q3	Decreased	44,661	-2.2%	$2.3M	0.0%	$50.40	0
2025-Q2	Increased	45,674	+4334.4%	$2.2M	0.0%	$46.82	42
2025-Q1	Unchanged	1,030	0.0%	$42,055	0.0%	$39.99	0
2024-Q4	Unchanged	1,030	0.0%	$36,889	0.0%	$34.58	0
2024-Q3	Unchanged	1,030	0.0%	$40,108	0.0%	$37.68	0
2024-Q2	Decreased	1,030	-17.9%	$37,914	0.0%	$34.95	0
2024-Q1	Unchanged	1,255	0.0%	$47,163	0.0%	$34.81	0
2023-Q4	Decreased	1,255	-18.2%	$45,582	0.0%	$33.39	0
2023-Q3	Unchanged	1,535	0.0%	$50,670	0.0%	$30.18	0
2023-Q2	Unchanged	1,535	0.0%	$52,835	0.0%	$30.92	0
2023-Q1	Unchanged	1,535	0.0%	$53,349	0.0%	$30.88	0
2022-Q4	Unchanged	1,535	0.0%	$49,396	0.0%	$28.58	0
2022-Q3	Decreased	1,535	-7.0%	$40,000	0.0%	$23.34	0
2022-Q2	Increased	1,650	+25.0%	$52,000	0.0%	$27.88	25
2022-Q1	Decreased	1,320	-33.4%	$51,000	0.0%	$34.08	0
2021-Q4	Unchanged	1,981	0.0%	$85,000	0.0%	$37.04	0
2021-Q3	Increased	1,981	+16.5%	$83,000	0.0%	$35.67	25
2021-Q2	Increased	1,701	+16.2%	$73,000	0.0%	$36.36	25
2021-Q1	Increased	1,464	+79.6%	$59,526	0.0%	$33.84	32
2020-Q4	Unchanged	815	0.0%	$31,000	0.0%	$32.11	0
2020-Q3	Unchanged	815	0.0%	$27,000	0.0%	$27.32	0
2020-Q2	Unchanged	815	0.0%	$25,000	0.0%	$24.81	0
2020-Q1	Decreased	815	-27.0%	$21,000	0.0%	$20.81	0
2019-Q4	Decreased	1,117	-4.2%	$42,000	0.0%	$30.27	0
2019-Q3	Decreased	1,166	-30.8%	$40,000	0.0%	$27.58	0
2019-Q2	New	1,685	-	$59,000	0.0%	$28.19	29

FEP28 quarters

FEP
28 quarters