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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 540,363 shares of FEP (FIRST TR EXCH TRD ALPHDX FD), worth $29.5M as of 2026-Q1. The position was increased (+6.3% shares). FEP represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$29.5M

Current Shares

540,363

Total Value Change

+$20.4M

Total Shares Change

+292,346

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
248,017
-4.0%
$9.1M0.0%$34.95
0

Other major holders of FEP: FIRST TRUST ADVISORS LP, MORGAN STANLEY

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