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IFVIFV
24 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 45,983 shares of IFV (FIRST TR EXCHANGE-TRADED FD), worth $1.2M as of 2026-Q2. The position was increased (+3.7% shares). IFV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.2M

Current Shares

45,983

Total Value Change

+$1.2M

Total Shares Change

+45,833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,983
+3.7%
$1.2M0.0%$26.83
26
2026-Q1
Increased
44,335
+153.4%
$1.1M0.0%$24.94
41
2025-Q4
Increased
17,497
+5.5%
$434,4550.0%$24.50
25
2025-Q3
Increased
16,577
+57.4%
$405,8120.0%$24.01
34
2025-Q2
Decreased
10,533
-20.9%
$241,4160.0%$22.41
0
2025-Q1
Decreased
13,317
-9.6%
$266,3400.0%$19.32
0
2024-Q4
Increased
14,725
+26.7%
$282,2780.0%$18.52
29
2024-Q3
Decreased
11,620
-2.2%
$244,5130.0%$20.14
0
2024-Q2
Decreased
11,884
-15.6%
$233,7580.0%$18.80
0
2024-Q1
Increased
14,075
+108.6%
$281,5000.0%$18.96
38
2023-Q4
Unchanged
6,748
0.0%
$131,8560.0%$18.46
0
2023-Q3
Unchanged
6,748
0.0%
$119,7100.0%$16.61
0
2023-Q2
Unchanged
6,748
0.0%
$122,0040.0%$16.88
0
2023-Q1
New
6,748
-
$116,3360.0%$15.82
30
2022-Q3
Exited
0
-100.0%
$00.0%$14.63
0
2022-Q2
Unchanged
4,980
0.0%
$88,0000.0%$15.96
0
2022-Q1
Unchanged
4,980
0.0%
$104,0000.0%$18.58
0
2021-Q4
Increased
4,980
+618.6%
$116,0000.0%$20.54
35
2021-Q3
Increased
693
+73.3%
$16,0000.0%$20.00
27
2021-Q2
Unchanged
400
0.0%
$10,0000.0%$21.64
0
2021-Q1
Increased
400
+33.3%
$9,1860.0%$20.11
22
2020-Q4
New
300
-
$7,0000.0%$19.45
22
2019-Q3
Exited
0
-100.0%
$00.0%$16.09
0
2019-Q2
New
150
-
$2,0000.0%$16.71
15

Other major holders of IFV: UBS Group AG, WELLS FARGO & COMPANY/MN, MORGAN STANLEY

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