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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 269,758 shares of FTSM (FIRST TR EXCHANGE-TRADED FD), worth $16.1M as of 2026-Q2. The position was decreased (-47.5% shares). FTSM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$16.1M

Current Shares

269,758

Total Value Change

+$2M

Total Shares Change

+33,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
269,758
-47.5%
$16.1M0.1%$59.52
0
2026-Q1
Increased
513,699
+6.3%
$30.7M0.2%$59.91
37
2025-Q4
Increased
483,385
+6.5%
$29M0.2%$59.71
37
2025-Q3
Increased
454,101
+15.3%
$27.2M0.2%$59.09
39
2025-Q2
Increased
393,876
+108.1%
$23.6M0.2%$58.41
55
2025-Q1
Decreased
189,293
-7.6%
$11.3M0.1%$57.73
0
2024-Q4
Decreased
204,810
-13.3%
$12.2M0.1%$57.07
0
2024-Q3
Decreased
236,145
-32.5%
$14.1M0.1%$56.52
0

Other major holders of FTSM: MORGAN STANLEY

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