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Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR E

LPL Financial LLC holds 6,181 shares of FSZ (FIRST TR E), 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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