Question 1

Does LPL Financial own FYX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 683,900 shares of FYX (First Trust Exchange-Traded Alp), worth $98.7M.

Question 2

How many shares of FYX does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 683,900 shares of FYX (First Trust Exchange-Traded Alp).

Question 3

What is LPL Financial's FYX position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's FYX position is worth $98.7M.

Question 4

Is LPL Financial buying or selling FYX?

Accepted Answer

In Q2 2026, LPL Financial increased its FYX position by 71,847 shares (+11.7%).

Question 5

When did LPL Financial first buy FYX?

Accepted Answer

LPL Financial already held FYX in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	683,900	+11.7%	$98.7M	0.0%	$143.76	33
2026-Q1	Increased	612,053	+4.9%	$73.1M	0.0%	$118.53	31
2025-Q4	Decreased	583,241	-0.5%	$66M	0.0%	$112.18	0
2025-Q3	Decreased	586,139	-6.0%	$63.9M	0.0%	$107.71	0
2025-Q2	Increased	623,257	+3.4%	$60.6M	0.0%	$95.91	30
2025-Q1	Increased	602,895	+1.4%	$54.3M	0.0%	$88.75	30
2024-Q4	Increased	594,657	+13.9%	$60.1M	0.0%	$99.55	33
2024-Q3	Increased	522,265	+3.6%	$52M	0.0%	$97.48	30

FYXShowing 8 of 31 quarters

FYX
Showing 8 of 31 quarters