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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 6,181 shares of FSZ (FIRST TR EXCH TRD ALPHDX FD), worth $507,000 as of 2026-Q2. The position was increased (+7.1% shares). FSZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$507,000

Current Shares

6,181

Total Value Change

+$507,000

Total Shares Change

+6,181

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,181
+7.1%
$507,0000.0%$82.03
26
2026-Q1
Increased
5,773
+3.0%
$457,8990.0%$83.09
25
2025-Q4
Decreased
5,607
-0.5%
$449,0810.0%$80.51
0
2025-Q3
Increased
5,637
+11.1%
$433,0300.0%$75.87
27
2025-Q2
Increased
5,072
+5.9%
$387,9500.0%$75.78
25
2025-Q1
Decreased
4,788
-3.5%
$323,8880.0%$67.74
0
2024-Q4
New
4,963
-
$311,3540.0%$61.89
32
2024-Q3
Exited
0
-100.0%
$00.0%$69.86
0

Other major holders of FSZ: FIRST TRUST ADVISORS LP

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