Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 4,315 shares of FXR (FIRST TR EXCHANGE-TRADED FD).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FXR position is worth $393,196.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FXR position (+19.1% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FXR in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4,315	+19.1%	$393,196	0.0%	$91.12	28
2026-Q1	Increased	3,622	+17.6%	$295,627	0.0%	$88.88	27
2025-Q4	Increased	3,079	+1.6%	$245,920	0.0%	$80.76	23
2025-Q3	Unchanged	3,030	0.0%	$236,522	0.0%	$77.58	0
2025-Q2	Decreased	3,030	-14.5%	$224,887	0.0%	$73.84	0
2025-Q1	Decreased	3,544	-12.2%	$246,804	0.0%	$68.92	0
2024-Q4	Decreased	4,034	-2.1%	$301,784	0.0%	$74.32	0
2024-Q3	Decreased	4,119	-1.0%	$312,055	0.0%	$75.02	0
2024-Q2	Decreased	4,161	-2.3%	$283,198	0.0%	$67.29	0
2024-Q1	Decreased	4,257	-16.9%	$310,591	0.0%	$71.96	0
2023-Q4	Increased	5,125	+29.8%	$332,408	0.0%	$63.91	30
2023-Q3	Increased	3,949	+5.2%	$226,791	0.0%	$56.42	24
2023-Q2	Increased	3,753	+0.6%	$225,518	0.0%	$58.56	23
2023-Q1	Decreased	3,731	-31.5%	$207,257	0.0%	$53.33	0
2022-Q4	Decreased	5,445	-0.7%	$280,472	0.0%	$50.33	0
2022-Q3	Decreased	5,485	-63.5%	$252,000	0.0%	$45.10	0
2022-Q2	Decreased	15,043	-5.2%	$724,000	0.0%	$46.97	0
2022-Q1	Increased	15,860	+54.3%	$896,000	0.0%	$55.87	35
2021-Q4	Increased	10,278	+31.7%	$641,000	0.0%	$60.12	31
2021-Q3	Increased	7,804	+30.2%	$447,000	0.0%	$56.45	30
2021-Q2	Decreased	5,995	-14.7%	$354,000	0.0%	$56.66	0
2021-Q1	Increased	7,024	+331.2%	$199.2M	0.0%	$54.52	49
2020-Q4	Unchanged	1,629	0.0%	$82,000	0.0%	$48.08	0
2020-Q3	Unchanged	1,629	0.0%	$67,000	0.0%	$39.28	0
2020-Q2	Unchanged	1,629	0.0%	$62,000	0.0%	$35.79	0
2020-Q1	Increased	1,629	+4.5%	$49,000	0.0%	$29.29	21
2019-Q4	Unchanged	1,559	0.0%	$70,000	0.0%	$42.83	0
2019-Q3	Unchanged	1,559	0.0%	$65,000	0.0%	$39.27	0
2019-Q2	New	1,559	-	$66,000	0.0%	$39.91	29

FXR29 quarters

FXR
29 quarters