Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 31,443 shares of FPX (FIRST TR EXCHANGE-TRADED FD).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FPX position is worth $6.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FPX position (+27.7% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FPX in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	31,443	+27.7%	$6.5M	0.0%	$206.18	34
2026-Q1	Increased	24,630	+105.3%	$3.9M	0.0%	$164.32	43
2025-Q4	Increased	11,995	+3.2%	$2M	0.0%	$166.05	27
2025-Q3	Increased	11,628	+0.0%	$1.9M	0.0%	$165.19	26
2025-Q2	Decreased	11,626	-14.2%	$1.7M	0.0%	$141.81	0
2025-Q1	Increased	13,543	+22.8%	$1.5M	0.0%	$111.56	31
2024-Q4	Increased	11,030	+0.1%	$1.3M	0.0%	$120.03	25
2024-Q3	Decreased	11,020	-4.1%	$1.2M	0.0%	$109.13	0
2024-Q2	Increased	11,495	+0.5%	$1.1M	0.0%	$98.72	25
2024-Q1	Increased	11,437	+3.8%	$1.2M	0.0%	$105.15	26
2023-Q4	Decreased	11,014	-10.4%	$1.1M	0.0%	$95.29	0
2023-Q3	Decreased	12,291	-0.3%	$1M	0.0%	$83.44	0
2023-Q2	Unchanged	12,329	0.0%	$1.1M	0.0%	$86.23	0
2023-Q1	Increased	12,329	+0.1%	$1M	0.0%	$81.70	25
2022-Q4	Decreased	12,313	-3.3%	$968,810	0.0%	$77.94	0
2022-Q3	Decreased	12,732	-7.9%	$1M	0.0%	$80.10	0
2022-Q2	Decreased	13,827	-16.0%	$1.1M	0.0%	$81.94	0
2022-Q1	Decreased	16,463	-24.1%	$1.8M	0.0%	$108.22	0
2021-Q4	Decreased	21,700	-5.5%	$2.7M	0.0%	$120.50	0
2021-Q3	Increased	22,952	+9.9%	$2.8M	0.0%	$121.07	29
2021-Q2	Decreased	20,886	-58.0%	$2.7M	0.0%	$125.79	0
2021-Q1	Increased	49,676	+140.0%	$3B	0.1%	$114.35	51
2020-Q4	Increased	20,701	+11.1%	$2.4M	0.1%	$116.74	29
2020-Q3	Increased	18,636	+36.8%	$1.8M	0.0%	$93.69	34
2020-Q2	Decreased	13,620	-9.2%	$1.1M	0.0%	$80.55	0
2020-Q1	Decreased	14,998	-10.6%	$945,000	0.0%	$62.34	0
2019-Q4	Increased	16,775	+2.4%	$1.3M	0.0%	$78.12	26
2019-Q3	Increased	16,384	+14.3%	$1.2M	0.0%	$73.20	29
2019-Q2	Increased	14,335	+5.9%	$1.1M	0.0%	$75.60	27
2019-Q1	New	13,542	-	$1M	0.0%	$72.55	35

FPX30 quarters

FPX
30 quarters