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

FXZFXZ
29 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 9,073 shares of FXZ (FIRST TR EXCHANGE-TRADED FD), worth $720,783 as of 2026-Q2. The position was increased (+270.0% shares). FXZ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$720,783

Current Shares

9,073

Total Value Change

+$611,783

Total Shares Change

+6,239

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,073
+270.0%
$720,7830.0%$79.44
40
2026-Q1
Decreased
2,452
-5.0%
$186,8670.0%$77.44
0
2025-Q4
Increased
2,580
+2.4%
$167,2430.0%$65.52
23
2025-Q3
Decreased
2,519
-2.5%
$155,1450.0%$60.97
0
2025-Q2
Decreased
2,583
-30.9%
$147,1020.0%$56.38
0
2025-Q1
Decreased
3,736
-6.2%
$207,1610.0%$54.55
0
2024-Q4
Decreased
3,981
-1.1%
$226,1610.0%$55.14
0
2024-Q3
Decreased
4,027
-6.5%
$269,9700.0%$65.84
0
2024-Q2
Decreased
4,306
-9.1%
$279,1150.0%$63.00
0
2024-Q1
Decreased
4,736
-4.2%
$337,8660.0%$69.12
0
2023-Q4
Decreased
4,942
-8.5%
$340,8000.0%$66.63
0
2023-Q3
Decreased
5,399
-13.3%
$340,3240.0%$60.63
0
2023-Q2
Decreased
6,230
-0.1%
$399,9040.0%$61.06
0
2023-Q1
Decreased
6,233
-14.0%
$407,1400.0%$61.11
0
2022-Q4
Decreased
7,246
-53.1%
$439,0640.0%$57.30
0
2022-Q3
Increased
15,438
+206.3%
$801,0000.0%$48.90
40
2022-Q2
Decreased
5,041
-14.5%
$285,0000.0%$53.46
0
2022-Q1
Decreased
5,893
-15.7%
$422,0000.0%$67.17
0
2021-Q4
Decreased
6,994
-1.6%
$435,0000.0%$57.56
0
2021-Q3
Increased
7,111
+28.5%
$398,0000.0%$52.65
30
2021-Q2
Decreased
5,534
-16.6%
$318,0000.0%$52.59
0
2021-Q1
Increased
6,634
+108.8%
$183.1M0.0%$50.84
49
2020-Q4
Increased
3,178
+14.4%
$153,0000.0%$44.13
26
2020-Q3
Unchanged
2,778
0.0%
$104,0000.0%$34.05
0
2020-Q2
Unchanged
2,778
0.0%
$96,0000.0%$31.19
0
2020-Q1
Increased
2,778
+3.5%
$75,0000.0%$24.93
22
2019-Q4
Unchanged
2,684
0.0%
$107,0000.0%$35.89
0
2019-Q3
Decreased
2,684
-5.3%
$99,0000.0%$33.08
0
2019-Q2
New
2,834
-
$109,0000.0%$34.31
30

Other major holders of FXZ: FIRST TRUST ADVISORS LP

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