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XOCTXOCT
11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Steward Partners Investment Advisory, LLC holds 900 shares of XOCT (FIRST TR EXCHNG TRADED FD VI), worth $35,552 as of 2026-Q2. The position was decreased (-25.0% shares). XOCT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$35,552

Current Shares

900

Total Value Change

-$66,777

Total Shares Change

-2,300

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
900
-25.0%
$35,5520.0%$39.50
0
2026-Q1
Unchanged
1,200
0.0%
$44,7220.0%$37.82
0
2025-Q4
Unchanged
1,200
0.0%
$45,2920.0%$37.83
0
2025-Q3
Unchanged
1,200
0.0%
$44,2320.0%$36.85
0
2025-Q2
Unchanged
1,200
0.0%
$42,8970.0%$35.68
0
2025-Q1
Unchanged
1,200
0.0%
$40,6080.0%$33.74
0
2024-Q4
Unchanged
1,200
0.0%
$41,0610.0%$34.29
0
2024-Q3
Unchanged
1,200
0.0%
$40,6460.0%$33.87
0
2024-Q2
Unchanged
1,200
0.0%
$40,0590.0%$33.38
0
2024-Q1
Decreased
1,200
-62.5%
$39,3960.0%$32.83
0
2023-Q4
New
3,200
-
$102,3290.0%$31.98
30

Other major holders of XOCT: Cetera Investment Advisers, ENVESTNET ASSET MANAGEMENT INC

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