Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 7,260 shares of FYX (FIRST TR EXCHANGE-TRADED ALP).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FYX position is worth $1M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FYX position (+21.0% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FYX in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7,260	+21.0%	$1M	0.0%	$144.30	30
2026-Q1	Increased	5,999	+2.2%	$716,008	0.0%	$122.29	25
2025-Q4	Unchanged	5,869	0.0%	$664,026	0.0%	$114.25	0
2025-Q3	Decreased	5,869	-0.3%	$639,610	0.0%	$108.48	0
2025-Q2	Unchanged	5,889	0.0%	$572,882	0.0%	$96.32	0
2025-Q1	Increased	5,889	+6.8%	$530,540	0.0%	$90.17	26
2024-Q4	Increased	5,514	+1.3%	$557,245	0.0%	$100.20	25
2024-Q3	Increased	5,444	+5.8%	$541,841	0.0%	$97.87	26
2024-Q2	Increased	5,144	+1.0%	$465,326	0.0%	$88.89	24
2024-Q1	Decreased	5,094	-0.6%	$474,965	0.0%	$91.24	0
2023-Q4	Increased	5,124	+10.8%	$469,153	0.0%	$89.47	27
2023-Q3	Increased	4,624	+3.8%	$372,965	0.0%	$78.47	25
2023-Q2	Decreased	4,453	-10.1%	$366,324	0.0%	$79.71	0
2023-Q1	Decreased	4,953	-0.4%	$399,203	0.0%	$76.45	0
2022-Q4	Increased	4,973	+0.0%	$390,096	0.0%	$75.63	24
2022-Q3	Unchanged	4,972	0.0%	$362,000	0.0%	$70.21	0
2022-Q2	Decreased	4,972	-6.8%	$381,000	0.0%	$74.06	0
2022-Q1	Decreased	5,337	-2.0%	$489,000	0.0%	$88.68	0
2021-Q4	Increased	5,446	+10.0%	$529,000	0.0%	$92.68	27
2021-Q3	Increased	4,949	+0.1%	$453,000	0.0%	$88.11	24
2021-Q2	Decreased	4,945	-48.9%	$461,000	0.0%	$88.28	0
2021-Q1	Increased	9,680	+99.6%	$438.9M	0.0%	$85.14	50
2020-Q4	Increased	4,850	+9.0%	$373,000	0.0%	$72.78	26
2020-Q3	Unchanged	4,450	0.0%	$258,000	0.0%	$54.44	0
2020-Q2	Increased	4,450	+4.7%	$242,000	0.0%	$50.15	24
2020-Q1	Unchanged	4,250	0.0%	$174,000	0.0%	$38.71	0
2019-Q4	Decreased	4,250	-6.6%	$275,000	0.0%	$60.74	0
2019-Q3	Decreased	4,550	-5.2%	$273,000	0.0%	$55.90	0
2019-Q2	Decreased	4,800	-5.0%	$295,000	0.0%	$57.21	0
2019-Q1	New	5,050	-	$311,000	0.0%	$57.23	32

FYX30 quarters

FYX
30 quarters