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UCONUCON
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Yes. LPL Financial holds 13,680,994 shares of UCON, worth $340.4M, as of its Q2 2026 13F filing. It increased the position by 1,205,947 shares (+9.7%) from Q1 2026. LPL Financial has held UCON in every 13F on record since Q4 2018, 31 quarterly filings. UCON is 0.1% of LPL Financial's reported 13F portfolio.

Current Value

$340.4M

Current Shares

13.7M

Total Value Change

+$314.4M

Total Shares Change

+12.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13.7M
+9.7%
$340.4M0.1%$24.49
34
2026-Q1
Increased
12.5M
+2.6%
$309M0.1%$24.11
32
2025-Q4
Increased
12.2M
+14.2%
$306.1M0.1%$24.24
35
2025-Q3
Decreased
10.7M
-4.2%
$268.3M0.1%$23.94
0
2025-Q2
Decreased
11.1M
-10.5%
$276.7M0.1%$23.39
0
2025-Q1
Increased
12.4M
+3.8%
$307.3M0.1%$23.01
38
2024-Q4
Increased
12M
+15.9%
$294.9M0.1%$22.65
43
2024-Q3
Increased
10.3M
+27.2%
$259.3M0.1%$22.82
46
2024-Q2
Increased
8.1M
+15.7%
$198.3M0.1%$21.93
35
2024-Q1
Increased
7M
+17.3%
$172.5M0.1%$21.79
35
2023-Q4
Increased
6M
+5.4%
$147.9M0.1%$21.64
32
2023-Q3
Increased
5.7M
+6.8%
$135.5M0.1%$20.62
32
2023-Q2
Decreased
5.3M
-5.3%
$128.3M0.1%$20.58
0
2023-Q1
Increased
5.6M
+5.9%
$135.7M0.1%$20.40
38
2022-Q4
Increased
5.3M
+17.8%
$127.6M0.1%$20.09
42
2022-Q3
Increased
4.5M
+0.6%
$107M0.1%$19.59
36
2022-Q2
Increased
4.5M
+9.3%
$109.4M0.1%$19.97
39
2022-Q1
Increased
4.1M
+36.0%
$104.3M0.1%$20.71
39
2021-Q4
Increased
3M
+24.8%
$79.2M0.1%$21.31
36
2021-Q3
Increased
2.4M
+20.6%
$63.9M0.1%$21.37
35
2021-Q2
Increased
2M
+18.9%
$53.2M0.1%$21.32
35
2021-Q1
Decreased
1.7M
-3.6%
$44.7M0.1%$21.18
0
2020-Q4
Increased
1.7M
+5.4%
$46.4M0.1%$21.09
31
2020-Q3
Increased
1.7M
+5.0%
$43.3M0.1%$20.57
31
2020-Q2
Decreased
1.6M
-5.5%
$40.5M0.1%$20.00
0
2020-Q1
Increased
1.7M
+4.1%
$40.2M0.1%$18.62
30
2019-Q4
Increased
1.6M
+0.3%
$41.4M0.1%$19.80
29
2019-Q3
Increased
1.6M
+5.3%
$41.1M0.1%$19.55
31
2019-Q2
Increased
1.5M
+72.9%
$39M0.1%$19.37
44
2019-Q1
Decreased
876,168
-16.1%
$22.2M0.1%$18.92
0
2018-Q4
First report
1M
-
$26M0.1%$18.43
0

Other major holders of UCON: MORGAN STANLEY, UBS Group AG

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