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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCH TRD ALPHDX FD

Steward Partners Investment Advisory, LLC holds 100 shares of FPA (FIRST TR EXCH TRD ALPHDX FD), worth $5,352 as of 2026-Q2.

Current Value

$5,352

Current Shares

100

Total Value Change

+$1,615

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
100
0.0%
$5,3520.0%$53.13
0
2026-Q1
Unchanged
100
0.0%
$4,3470.0%$43.03
0
2025-Q4
Unchanged
100
0.0%
$3,7370.0%$36.65
0
2025-Q3
New
100
-
$3,7370.0%$35.69
21

Other major holders of FPA: FIRST TRUST ADVISORS LP, W1M Asset Management Ltd, CITADEL ADVISORS LLC, UBS Group AG

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