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

Steward Partners Investment Advisory, LLC holds 12,332 shares of FEX (FIRST TR EXCHANGE-TRADED ALP), worth $1.7M as of 2026-Q2. The position was increased (+9.3% shares). FEX represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.7M

Current Shares

12,332

Total Value Change

+$411,820

Total Shares Change

-274

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12,332
+9.3%
$1.7M0.0%$139.87
28
2026-Q1
Increased
11,288
+4.0%
$1.4M0.0%$125.69
26
2025-Q4
Decreased
10,854
-0.7%
$1.3M0.0%$119.63
0
2025-Q3
Decreased
10,929
-0.7%
$1.3M0.0%$116.24
0
2025-Q2
Unchanged
11,006
0.0%
$1.2M0.0%$108.38
0
2025-Q1
Decreased
11,006
-12.7%
$1.1M0.0%$100.83
0
2024-Q4
Unchanged
12,606
0.0%
$1.3M0.0%$103.25
0
2024-Q3
Decreased
12,606
-0.1%
$1.3M0.0%$102.33
0

Other major holders of FEX: MORGAN STANLEY

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