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FVDFVD
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 309,125 shares of FVD (FIRST TR EXCHANGE-TRADED FD), worth $14.9M as of 2026-Q2. The position was increased (+5.4% shares). FVD represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$14.9M

Current Shares

309,125

Total Value Change

+$429,657

Total Shares Change

-8,835

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
309,125
+5.4%
$14.9M0.1%$48.18
30
2026-Q1
Decreased
293,384
-0.1%
$13.8M0.1%$49.65
0
2025-Q4
Decreased
293,639
-5.4%
$13.5M0.1%$46.42
0
2025-Q3
Decreased
310,460
-1.8%
$14.4M0.1%$45.62
0
2025-Q2
Increased
316,256
+1.8%
$14.1M0.1%$43.88
34
2025-Q1
Decreased
310,812
-1.6%
$13.9M0.1%$43.40
0
2024-Q4
Decreased
315,919
-0.6%
$13.8M0.1%$42.45
0
2024-Q3
Decreased
317,960
-17.5%
$14.5M0.1%$44.10
0

Other major holders of FVD: MORGAN STANLEY, LPL Financial LLC

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