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Showing 8 of 16 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 4,178 shares of FMF (FIRST TR EXCHANGE-TRADED FD), worth $209,401 as of 2026-Q2. The position was decreased (-8.5% shares). FMF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$209,401

Current Shares

4,178

Total Value Change

-$349,769

Total Shares Change

-7,594

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,178
-8.5%
$209,4010.0%$49.90
0
2026-Q1
Decreased
4,566
-4.4%
$231,1310.0%$50.17
0
2025-Q4
Decreased
4,774
-39.1%
$224,6170.0%$46.45
0
2025-Q3
Decreased
7,839
-19.3%
$381,7590.0%$46.27
0
2025-Q2
Decreased
9,713
-8.0%
$439,1250.0%$42.71
0
2025-Q1
Increased
10,562
+3.0%
$487,1190.0%$43.30
25
2024-Q4
Decreased
10,251
-12.9%
$487,7430.0%$44.44
0
2024-Q3
Decreased
11,772
-2.6%
$559,1700.0%$43.16
0

Other major holders of FMF: Tredje AP-fonden, FIRST TRUST ADVISORS LP, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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