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

LPL Financial LLC holds 8.9M shares of FTSM (FIRST TR EXCHANGE-TRADED FD), worth $531.1M as of 2026-Q2. The position was decreased (-0.0% shares). FTSM represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$531.1M

Current Shares

8.9M

Total Value Change

+$30.1M

Total Shares Change

+522,988

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8.9M
-0.0%
$531.1M0.1%$59.52
0
2026-Q1
Decreased
8.9M
-0.1%
$531.7M0.1%$59.91
0
2025-Q4
Decreased
8.9M
-5.1%
$533.4M0.1%$59.71
0
2025-Q3
Increased
9.4M
+3.1%
$561.6M0.2%$59.09
39
2025-Q2
Decreased
9.1M
-0.6%
$544.3M0.2%$58.41
0
2025-Q1
Increased
9.1M
+3.2%
$547.1M0.2%$57.73
39
2024-Q4
Increased
8.9M
+5.9%
$529.5M0.2%$57.07
40
2024-Q3
Decreased
8.4M
-2.3%
$501M0.2%$56.52
0

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

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