Back to LPL Financial LLC LPL Financial LLC

FDLSFDLS
6 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in NORTHERN LTS FD TR IV

LPL Financial LLC holds 182,936 shares of FDLS (NORTHERN LTS FD TR IV), worth $7.7M as of 2026-Q2. The position was increased (+42.3% shares). FDLS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.7M

Current Shares

182,936

Total Value Change

+$7.5M

Total Shares Change

+175,109

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
182,936
+42.3%
$7.7M0.0%$42.27
37
2026-Q1
Increased
128,535
+145.0%
$4.7M0.0%$38.56
43
2025-Q4
Increased
52,457
+50.2%
$1.9M0.0%$36.03
36
2025-Q3
Increased
34,933
+164.9%
$1.2M0.0%$34.83
41
2025-Q2
Increased
13,185
+68.5%
$418,5510.0%$31.52
35
2025-Q1
New
7,827
-
$220,3510.0%$27.92
32

Other major holders of FDLS: AE Wealth Management LLC, GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used