Position history for LPL Financial LLC's holdings in FIRST TRUST
LPL Financial LLC holds 306,935 shares of FXZ (FIRST TRUST), worth $23.4M as of 2026-Q1. The position was increased (+60.0% shares). FXZ represents 0.0% of LPL Financial LLC's portfolio.
Current Value
$23.4M
Current Shares
306,935
Total Value Change
+$507,984
Total Shares Change
-46,098
Other major holders of FXZ: FIRST TRUST ADVISORS LP
Increased |
| 306,935 |
+60.0% |
| $23.4M |
| 0.0% |
| $77.44 |
41 |
| 2025-Q4 | Decreased | 191,863 | -4.5% | $12.4M | 0.0% | $65.52 | 0 |
| 2025-Q3 | Increased | 200,908 | +3.4% | $12.4M | 0.0% | $60.97 | 29 |
| 2025-Q2 | Decreased | 194,223 | -2.3% | $11.1M | 0.0% | $56.38 | 0 |
| 2025-Q1 | Decreased | 198,844 | -19.9% | $11M | 0.0% | $54.55 | 0 |
| 2024-Q4 | Decreased | 248,296 | -11.2% | $14.1M | 0.0% | $55.14 | 0 |
| 2024-Q3 | Decreased | 279,723 | -20.8% | $18.8M | 0.0% | $65.84 | 0 |
| 2024-Q2 | Decreased | 353,033 | -3.8% | $22.9M | 0.0% | $63.00 | 0 |