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FSMBFSMB
26 quarters

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

LPL Financial LLC holds 2.5M shares of FSMB (FIRST TR EXCH TRADED FD III), worth $49.9M as of 2026-Q2. The position was increased (+10.1% shares). FSMB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$49.9M

Current Shares

2.5M

Total Value Change

+$46.6M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.5M
+10.1%
$49.9M0.0%$19.94
32
2026-Q1
Increased
2.3M
+59.4%
$45.3M0.0%$19.75
42
2025-Q4
Decreased
1.4M
-1.2%
$28.5M0.0%$19.68
0
2025-Q3
Increased
1.4M
+7.3%
$28.9M0.0%$19.56
31
2025-Q2
Increased
1.3M
+8.5%
$26.7M0.0%$19.24
31
2025-Q1
Decreased
1.2M
-6.2%
$24.6M0.0%$19.05
0
2024-Q4
Increased
1.3M
+11.8%
$26.2M0.0%$18.88
32
2024-Q3
Decreased
1.2M
-4.7%
$23.6M0.0%$18.90
0
2024-Q2
Decreased
1.2M
-6.0%
$24.5M0.0%$18.54
0
2024-Q1
Increased
1.3M
+11.4%
$26.1M0.0%$18.46
32
2023-Q4
Increased
1.2M
+7.3%
$23.6M0.0%$18.45
31
2023-Q3
Decreased
1.1M
-17.9%
$21.4M0.0%$17.81
0
2023-Q2
Decreased
1.3M
-1.1%
$26.5M0.0%$18.02
0
2023-Q1
Increased
1.4M
+17.7%
$27M0.0%$18.04
34
2022-Q4
Decreased
1.2M
-7.5%
$22.7M0.0%$17.82
0
2022-Q3
Increased
1.2M
+4.0%
$24.3M0.0%$17.51
30
2022-Q2
Increased
1.2M
+76.0%
$23.8M0.0%$17.76
43
2022-Q1
Increased
680,016
+18.6%
$13.7M0.0%$17.91
33
2021-Q4
Increased
573,591
+17.3%
$11.9M0.0%$18.51
32
2021-Q3
Increased
489,221
+11.1%
$10.2M0.0%$18.51
31
2021-Q2
Decreased
440,440
-17.9%
$9.2M0.0%$18.49
0
2021-Q1
Increased
536,137
+102.2%
$11.2M0.0%$18.35
45
2020-Q4
Increased
265,141
+39.0%
$5.5M0.0%$18.28
36
2020-Q3
Increased
190,812
+9.2%
$3.9M0.0%$18.08
29
2020-Q2
Increased
174,812
+7.5%
$3.6M0.0%$17.88
29
2020-Q1
New
162,646
-
$3.3M0.0%$17.43
37

Other major holders of FSMB: MORGAN STANLEY

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