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GRIDGRID
22 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 84,636 shares of GRID (FIRST TR EXCHANGE-TRADED FD), worth $16.2M as of 2026-Q2. The position was increased (+25.0% shares). GRID represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$16.2M

Current Shares

84,636

Total Value Change

-$784.1M

Total Shares Change

+66,106

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,636
+25.0%
$16.2M0.1%$191.75
35
2026-Q1
Increased
67,714
+154.5%
$11.1M0.1%$169.26
45
2025-Q4
Increased
26,604
+11.4%
$4.1M0.0%$154.23
30
2025-Q3
Increased
23,872
+38.8%
$3.6M0.0%$149.33
35
2025-Q2
Increased
17,195
+3.4%
$2.4M0.0%$137.98
27
2025-Q1
Increased
16,634
+3.2%
$1.9M0.0%$113.02
27
2024-Q4
Increased
16,122
+50.3%
$1.9M0.0%$118.29
36
2024-Q3
Increased
10,728
+118.1%
$1.4M0.0%$126.03
41
2024-Q2
Decreased
4,919
-10.3%
$568,4810.0%$113.83
0
2024-Q1
Increased
5,485
+10.8%
$628,6220.0%$112.25
27
2023-Q4
Increased
4,949
+51.0%
$518,1700.0%$102.46
34
2023-Q3
Increased
3,278
+95.9%
$307,7740.0%$91.56
37
2023-Q2
Increased
1,673
+12.6%
$175,8380.0%$100.44
25
2023-Q1
Increased
1,486
+4.1%
$145,0800.0%$93.36
23
2022-Q4
Increased
1,427
+10.0%
$124,5260.0%$84.28
24
2022-Q3
Increased
1,297
+2.5%
$98,0000.0%$72.92
22
2022-Q2
Increased
1,265
+9.4%
$98,0000.0%$74.98
24
2022-Q1
Increased
1,156
+38.8%
$109,0000.0%$90.07
29
2021-Q4
Increased
833
+14.3%
$86,0000.0%$97.79
24
2021-Q3
Decreased
729
-18.9%
$68,0000.0%$89.29
0
2021-Q2
Decreased
899
-95.2%
$83,0000.0%$88.45
0
2021-Q1
New
18,530
-
$800.3M0.0%$80.94
44

Other major holders of GRID: MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/

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