Steward Partners Investment Advisory, LLC First Tr Exchange Traded Fd Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,810 shares of FXD stock, worth $248,373. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,810
Previous 6,740 43.47%
Holding current value
$248,373
Previous $427,000 39.34%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$63.72 - $70.29 $186,699 - $205,949
-2,930 Reduced 43.47%
3,810 $259,000
Q2 2025

Aug 12, 2025
SELL
$50.42 - $63.44 $81,327 - $102,328
-1,613 Reduced 19.31%
6,740 $427,000
Q1 2025

May 13, 2025
SELL
$56.39 - $68.12 $14,605 - $17,643
-259 Reduced 3.01%
8,353 $483,000
Q4 2024

Feb 06, 2025
SELL
$62.05 - $68.52 $14,147 - $15,622
-228 Reduced 2.58%
8,612 $556,000
Q3 2024

Nov 14, 2024
BUY
$56.55 - $63.72 $4,354 - $4,906
77 Added 0.88%
8,840 $559,000
Q2 2024

Aug 08, 2024
SELL
$58.3 - $64.09 $1,340 - $1,474
-23 Reduced 0.26%
8,763 $524,000
Q1 2024

May 15, 2024
BUY
$56.49 - $64.54 $6,835 - $7,809
121 Added 1.4%
8,786 $567,000
Q4 2023

Feb 12, 2024
BUY
$46.79 - $59.42 $69,062 - $87,703
1,476 Added 20.53%
8,665 $511,000
Q3 2023

Nov 13, 2023
BUY
$49.94 - $58.14 $50,888 - $59,244
1,019 Added 16.52%
7,189 $366,000
Q2 2023

Aug 14, 2023
SELL
$49.26 - $55.21 $1,182 - $1,325
-24 Reduced 0.39%
6,170 $340,000
Q1 2023

May 15, 2023
SELL
$48.15 - $56.93 $7,992 - $9,450
-166 Reduced 2.61%
6,194 $321,000
Q4 2022

Feb 15, 2023
SELL
$44.2 - $51.87 $27,227 - $31,951
-616 Reduced 8.83%
6,360 $306,000
Q3 2022

Nov 10, 2022
SELL
$43.02 - $53.09 $185,760 - $229,242
-4,318 Reduced 38.23%
6,976 $300,000
Q2 2022

Aug 04, 2022
SELL
$43.78 - $55.49 $106,035 - $134,396
-2,422 Reduced 17.66%
11,294 $505,000
Q1 2022

May 02, 2022
SELL
$51.73 - $62.62 $149,085 - $180,470
-2,882 Reduced 17.36%
13,716 $747,000
Q4 2021

Feb 08, 2022
BUY
$58.25 - $65.57 $452,660 - $509,544
7,771 Added 88.04%
16,598 $1.03 Million
Q3 2021

Nov 12, 2021
BUY
$58.02 - $62.89 $12,474 - $13,521
215 Added 2.5%
8,827 $522,000
Q2 2021

Aug 13, 2021
BUY
$58.03 - $61.76 $105,730 - $112,526
1,822 Added 26.83%
8,612 $523,000
Q1 2021

May 14, 2021
BUY
$49.96 - $61.06 $200,289 - $244,789
4,009 Added 144.16%
6,790 $395,000
Q4 2020

Feb 11, 2021
BUY
$42.4 - $51.13 $18,740 - $22,599
442 Added 18.9%
2,781 $141,000
Q1 2020

Apr 29, 2020
SELL
$23.18 - $45.94 $3,477 - $6,891
-150 Reduced 6.03%
2,339 $62,000
Q3 2019

Oct 30, 2019
BUY
$39.84 - $44.14 $57,768 - $64,003
1,450 Added 139.56%
2,489 $104,000
Q2 2019

Jul 25, 2019
BUY
$40.01 - $44.45 $41,570 - $46,183
1,039 New
1,039 $44,000
Q4 2018

Jan 15, 2019
SELL
$34.86 - $43.2 $36,219 - $44,884
-1,039 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
$39.98 - $43.95 $27,985 - $30,765
700 Added 206.49%
1,039 $44,000
Q4 2017

Jan 19, 2018
BUY
$38.1 - $42.5 $12,915 - $14,407
339
339 $14,000

Others Institutions Holding FXD

# of Institutions
127
Shares Held
3.76M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD

FXD Quotes by TradingView
  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email