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Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR EXCH TRADED FD III

LPL Financial LLC holds 2.4M shares of FMB (FIRST TR EXCH TRADED FD III), worth $124.5M as of 2026-Q2. The position was increased (+4.1% shares). FMB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$124.5M

Current Shares

2.4M

Total Value Change

-$5.8M

Total Shares Change

-84,219

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+4.1%
$124.5M0.0%$51.21
31
2026-Q1
Increased
2.3M
+0.9%
$118M0.0%$50.04
30
2025-Q4
Increased
2.3M
+8.5%
$118M0.0%$50.06
33
2025-Q3
Increased
2.1M
+4.0%
$107.8M0.0%$49.21
31
2025-Q2
Decreased
2M
-6.1%
$101.9M0.0%$47.93
0
2025-Q1
Increased
2.2M
+3.7%
$109.9M0.0%$48.10
31
2024-Q4
Decreased
2.1M
-16.2%
$107.2M0.0%$48.26
0
2024-Q3
Increased
2.5M
+6.9%
$130.3M0.1%$48.76
32

Other major holders of FMB: MORGAN STANLEY

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