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Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR EXCH TRD ALPHDX FD

LPL Financial LLC holds 552,847 shares of FEP (FIRST TR EXCH TRD ALPHDX FD), worth $31.5M as of 2026-Q2. The position was increased (+2.3% shares). FEP represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$31.5M

Current Shares

552,847

Total Value Change

+$21.4M

Total Shares Change

+293,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
552,847
+2.3%
$31.5M0.0%$57.05
29
2026-Q1
Increased
540,363
+6.3%
$29.5M0.0%$55.74
31
2025-Q4
Increased
508,290
+9.0%
$27.3M0.0%$53.97
31
2025-Q3
Increased
466,349
+16.5%
$23.9M0.0%$50.40
33
2025-Q2
Increased
400,245
+14.3%
$19.1M0.0%$46.82
32
2025-Q1
Increased
350,310
+43.5%
$14.3M0.0%$39.99
38
2024-Q4
Decreased
244,145
-5.9%
$8.7M0.0%$34.58
0
2024-Q3
Increased
259,560
+4.7%
$10.1M0.0%$37.68
29

Other major holders of FEP: FIRST TRUST ADVISORS LP, Steward Partners Investment Advisory, LLC

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