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

LPL Financial LLC holds 683,900 shares of FYX (FIRST TR EXCHANGE-TRADED ALP), worth $98.7M as of 2026-Q2. The position was increased (+11.7% shares). FYX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$98.7M

Current Shares

683,900

Total Value Change

+$46.7M

Total Shares Change

+161,635

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
683,900
+11.7%
$98.7M0.0%$144.30
33
2026-Q1
Increased
612,053
+4.9%
$73.1M0.0%$122.29
31
2025-Q4
Decreased
583,241
-0.5%
$66M0.0%$114.25
0
2025-Q3
Decreased
586,139
-6.0%
$63.9M0.0%$108.48
0
2025-Q2
Increased
623,257
+3.4%
$60.6M0.0%$96.32
30
2025-Q1
Increased
602,895
+1.4%
$54.3M0.0%$90.17
30
2024-Q4
Increased
594,657
+13.9%
$60.1M0.0%$100.20
33
2024-Q3
Increased
522,265
+3.6%
$52M0.0%$97.87
30

Other major holders of FYX: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, MORGAN STANLEY

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