Back to LPL Financial LLC LPL Financial LLC

FVDFVD
31 quarters

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

LPL Financial LLC holds 16M shares of FVD (FIRST TR EXCHANGE-TRADED FD), worth $770.2M as of 2026-Q2. The position was decreased (-4.9% shares). FVD represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$770.2M

Current Shares

16M

Total Value Change

+$580.8M

Total Shares Change

+9.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16M
-4.9%
$770.2M0.2%$48.18
0
2026-Q1
Decreased
16.8M
-2.3%
$790.9M0.2%$49.65
0
2025-Q4
Decreased
17.2M
-2.8%
$792.9M0.2%$46.42
0
2025-Q3
Increased
17.7M
+0.0%
$818.4M0.2%$45.62
38
2025-Q2
Increased
17.7M
+0.2%
$790.8M0.3%$43.88
38
2025-Q1
Increased
17.7M
+0.2%
$787.4M0.3%$43.40
38
2024-Q4
Increased
17.6M
+0.3%
$769M0.3%$42.45
38
2024-Q3
Decreased
17.6M
-5.3%
$798.9M0.4%$44.10
0
2024-Q2
Decreased
18.5M
-7.3%
$755.4M0.4%$39.34
0
2024-Q1
Decreased
20M
-6.3%
$844.2M0.5%$40.49
0
2023-Q4
Decreased
21.3M
-5.7%
$865.5M0.5%$38.71
0
2023-Q3
Decreased
22.6M
-2.0%
$846.1M0.6%$35.43
0
2023-Q2
Increased
23.1M
+1.3%
$926M0.7%$37.45
45
2023-Q1
Increased
22.8M
+2.7%
$915.7M0.7%$37.20
46
2022-Q4
Increased
22.2M
+4.3%
$886M0.8%$37.18
47
2022-Q3
Increased
21.3M
+2.5%
$761.6M0.7%$33.54
46
2022-Q2
Increased
20.8M
+3.6%
$805.8M0.8%$35.73
46
2022-Q1
Increased
20M
+4.3%
$848.1M0.7%$39.05
47
2021-Q4
Increased
19.2M
+2.5%
$827.3M0.7%$39.12
46
2021-Q3
Increased
18.7M
+12.7%
$735M0.7%$36.00
50
2021-Q2
Increased
16.6M
+6.4%
$661.4M0.7%$35.86
47
2021-Q1
Decreased
15.6M
-1.3%
$593.6M0.7%$34.23
0
2020-Q4
Increased
15.8M
+8.3%
$555.2M0.7%$31.15
48
2020-Q3
Decreased
14.6M
-0.8%
$459.8M0.7%$27.79
0
2020-Q2
Decreased
14.7M
-0.5%
$446.8M0.8%$26.51
0
2020-Q1
Increased
14.8M
+12.6%
$410.1M0.9%$24.74
49
2019-Q4
Increased
13.2M
+24.0%
$474.3M0.9%$31.27
54
2019-Q3
Increased
10.6M
+16.3%
$370.1M0.8%$30.07
51
2019-Q2
Increased
9.1M
+15.4%
$307.9M0.7%$29.02
50
2019-Q1
Increased
7.9M
+21.4%
$256.7M0.6%$27.79
52
2018-Q4
New
6.5M
-
$189.4M0.5%$24.62
60

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used