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

LPL Financial LLC holds 440,053 shares of FPX (FIRST TR EXCHANGE-TRADED FD), worth $90.7M as of 2026-Q2. The position was increased (+3.8% shares). FPX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$90.7M

Current Shares

440,053

Total Value Change

+$58.6M

Total Shares Change

+148,031

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
440,053
+3.8%
$90.7M0.0%$206.18
31
2026-Q1
Decreased
423,848
-8.4%
$67.3M0.0%$164.32
0
2025-Q4
Decreased
462,771
-4.8%
$75.7M0.0%$166.05
0
2025-Q3
Increased
486,131
+3.4%
$80.8M0.0%$165.19
31
2025-Q2
Increased
470,048
+20.5%
$68.1M0.0%$141.81
35
2025-Q1
Increased
390,106
+40.6%
$43.6M0.0%$111.56
39
2024-Q4
Decreased
277,479
-5.0%
$33.2M0.0%$120.03
0
2024-Q3
Decreased
292,022
-13.1%
$32.2M0.0%$109.13
0

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

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