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Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in FIRST TR EXCHANGE-TRADED FD

Rockefeller Capital Management L.P. holds 43,855 shares of IFV (FIRST TR EXCHANGE-TRADED FD), worth $1.2M as of 2026-Q2. The position was increased (+0.6% shares). IFV represents 0.0% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$1.2M

Current Shares

43,855

Total Value Change

+$201,740

Total Shares Change

-2,689

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
43,855
+0.6%
$1.2M0.0%$26.83
25
2026-Q1
Increased
43,585
0.0%
$1.1M0.0%$24.94
25
2025-Q4
Increased
43,584
+2.2%
$1.1M0.0%$24.50
26
2025-Q3
Decreased
42,648
-0.8%
$1M0.0%$24.01
0
2025-Q2
Decreased
42,974
-1.2%
$984,9780.0%$22.41
0
2025-Q1
Decreased
43,505
-1.5%
$870,1020.0%$19.32
0
2024-Q4
Decreased
44,151
-5.1%
$846,3770.0%$18.52
0
2024-Q3
Decreased
46,544
-1.6%
$979,4030.0%$20.14
0

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

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