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FDLFDL
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR EXCHANGE-TRADED FD

LPL Financial LLC holds 15.9M shares of FDL (FIRST TR EXCHANGE-TRADED FD), worth $775M as of 2026-Q2. The position was increased (+11.7% shares). FDL represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$775M

Current Shares

15.9M

Total Value Change

+$735.1M

Total Shares Change

+14.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15.9M
+11.7%
$775M0.2%$48.66
42
2026-Q1
Increased
14.3M
+14.9%
$724.1M0.2%$50.91
43
2025-Q4
Increased
12.4M
+1.7%
$550.2M0.2%$44.56
38
2025-Q3
Increased
12.2M
+3.0%
$529.9M0.2%$42.54
39
2025-Q2
Increased
11.9M
+10.3%
$496.2M0.2%$40.88
41
2025-Q1
Increased
10.7M
+17.9%
$466.6M0.2%$41.40
44
2024-Q4
Increased
9.1M
+7.8%
$366.8M0.1%$38.12
40
2024-Q3
Increased
8.5M
+7.2%
$354.7M0.2%$39.27
40
2024-Q2
Decreased
7.9M
-4.5%
$299.2M0.1%$35.37
0
2024-Q1
Decreased
8.3M
-5.0%
$317.8M0.2%$35.42
0
2023-Q4
Decreased
8.7M
-5.2%
$312M0.2%$32.74
0
2023-Q3
Decreased
9.2M
-10.3%
$306.6M0.2%$30.08
0
2023-Q2
Decreased
10.2M
-3.3%
$347.4M0.2%$30.12
0
2023-Q1
Increased
10.6M
+33.8%
$374.8M0.3%$30.86
48
2022-Q4
Increased
7.9M
+71.3%
$288.6M0.2%$31.81
55
2022-Q3
Increased
4.6M
+37.8%
$148M0.1%$28.15
48
2022-Q2
Increased
3.3M
+45.0%
$117.8M0.1%$30.16
49
2022-Q1
Increased
2.3M
+26.3%
$86.4M0.1%$31.90
37
2021-Q4
Increased
1.8M
+6.6%
$64.9M0.1%$29.80
32
2021-Q3
Increased
1.7M
+3.8%
$56.1M0.1%$27.31
31
2021-Q2
Increased
1.7M
+6.2%
$54.8M0.1%$26.83
31
2021-Q1
Increased
1.6M
+20.7%
$50.8M0.1%$26.39
35
2020-Q4
Decreased
1.3M
-1.9%
$38.1M0.0%$23.42
0
2020-Q3
Decreased
1.3M
-10.7%
$34.2M0.1%$20.37
0
2020-Q2
Increased
1.5M
+6.5%
$37.2M0.1%$19.61
31
2020-Q1
Decreased
1.4M
-7.5%
$30.8M0.1%$17.40
0
2019-Q4
Increased
1.5M
+6.9%
$48.5M0.1%$24.63
31
2019-Q3
Decreased
1.4M
-10.2%
$43.3M0.1%$23.21
0
2019-Q2
Increased
1.6M
+2.0%
$47.6M0.1%$22.70
36
2019-Q1
Increased
1.5M
+4.0%
$45.9M0.1%$22.16
36
2018-Q4
New
1.5M
-
$39.8M0.1%$19.75
48

Other major holders of FDL: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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