Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

FVFV
Showing 8 of 30 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 241,466 shares of FV (FIRST TR EXCHANGE TRADED FD), worth $18.3M as of 2026-Q2. The position was decreased (-0.0% shares). FV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$18.3M

Current Shares

241,466

Total Value Change

+$3.4M

Total Shares Change

-14,465

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
241,466
-0.0%
$18.3M0.1%$75.88
0
2026-Q1
Decreased
241,542
-1.0%
$14.6M0.1%$64.20
0
2025-Q4
Decreased
243,923
-0.5%
$15.3M0.1%$63.49
0
2025-Q3
Decreased
245,251
-4.2%
$15.2M0.1%$61.88
0
2025-Q2
Decreased
255,951
-0.6%
$15.2M0.1%$58.75
0
2025-Q1
Increased
257,577
+0.8%
$14.1M0.1%$54.48
34
2024-Q4
Decreased
255,492
-0.2%
$15.1M0.1%$58.92
0
2024-Q3
Increased
255,931
+8.0%
$14.9M0.1%$58.01
36

Other major holders of FV: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used