How many shares of RFDI does LPL Financial LLC own?

As of 2026-Q1, LPL Financial LLC holds 21,222 shares of RFDI (FIRST TR EXCH TRADED FD III).

What is LPL Financial LLC's RFDI position worth?

As of 2026-Q1, LPL Financial LLC's RFDI position is worth $1.7M.

In 2026-Q1, LPL Financial LLC increased their RFDI position (+5.2% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in RFDI in 2018-Q4. They have held the position across 30 quarters.

Position history for LPL Financial LLC's holdings in FIRST TR EXCH TRADED FD III

Current Value

$1.7M

Current Shares

21,222

Total Value Change

-$6.2M

Total Shares Change

-134,603

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	21,222	+5.2%	$1.7M	0.0%	$84.24	27
2025-Q4	Increased	20,180	+1.6%	$1.6M	0.0%	$80.87	26
2025-Q3	Increased	19,863	+6.1%	$1.5M	0.0%	$75.69	27
2025-Q2	Increased	18,723	+14.0%	$1.4M	0.0%	$71.42	29
2025-Q1	Increased	16,425	+2.0%	$1.1M	0.0%	$64.93	26
2024-Q4	Decreased	16,099	-2.3%	$989,472	0.0%	$59.04	0
2024-Q3	Decreased	16,484	-3.3%	$1.1M	0.0%	$64.16	0
2024-Q2	Decreased	17,038	-4.4%	$1.1M	0.0%	$59.53	0
2024-Q1	Increased	17,829	+0.4%	$1.1M	0.0%	$59.16	25
2023-Q4	Decreased	17,765	-1.9%	$1.1M	0.0%	$56.10	0
2023-Q3	Increased	18,112	+7.3%	$1M	0.0%	$50.83	27
2023-Q2	Decreased	16,879	-5.3%	$964,654	0.0%	$51.56	0
2023-Q1	Decreased	17,824	-12.1%	$1M	0.0%	$50.06	0
2022-Q4	Increased	20,266	+1.5%	$1.1M	0.0%	$47.49	25
2022-Q3	Decreased	19,967	-5.9%	$922,000	0.0%	$40.90	0
2022-Q2	Decreased	21,225	-6.9%	$1.1M	0.0%	$46.87	0
2022-Q1	Increased	22,803	+15.4%	$1.5M	0.0%	$56.74	29
2021-Q4	Increased	19,757	+1.7%	$1.4M	0.0%	$61.93	26
2021-Q3	Increased	19,431	+27.7%	$1.3M	0.0%	$57.76	32
2021-Q2	Increased	15,221	+3.5%	$1.1M	0.0%	$59.23	26
2021-Q1	Decreased	14,708	-7.6%	$964,000	0.0%	$53.88	0
2020-Q4	Decreased	15,921	-25.4%	$1M	0.0%	$53.37	0
2020-Q3	Decreased	21,339	-10.4%	$1.2M	0.0%	$46.49	0
2020-Q2	Decreased	23,813	-8.7%	$1.3M	0.0%	$43.64	0
2020-Q1	Decreased	26,095	-40.4%	$1.2M	0.0%	$37.14	0
2019-Q4	Decreased	43,806	-7.8%	$2.6M	0.0%	$48.27	0
2019-Q3	Decreased	47,523	-67.4%	$2.6M	0.0%	$44.63	0
2019-Q2	Decreased	145,639	-1.7%	$8.3M	0.0%	$45.42	0
2019-Q1	Decreased	148,130	-4.9%	$8.3M	0.0%	$44.37	0
2018-Q4	New	155,825	-	$8M	0.0%	$40.18	38

Other major holders of RFDI: MORGAN STANLEY