Back to LPL Financial LLC LPL Financial LLC

XOCTXOCT
Showing 8 of 10 quarters

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

LPL Financial LLC holds 10,011 shares of XOCT (FIRST TR EXCHNG TRADED FD VI), worth $395,453 as of 2026-Q2. The position was increased (+3.1% shares). XOCT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$395,453

Current Shares

10,011

Total Value Change

-$269,138

Total Shares Change

-9,610

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
10,011
+3.1%
$395,4530.0%$39.50
25
2026-Q1
Decreased
9,713
-3.5%
$361,9840.0%$37.82
0
2025-Q4
Decreased
10,071
-31.4%
$380,1160.0%$37.83
0
2025-Q3
Decreased
14,671
-28.1%
$540,7730.0%$36.85
0
2025-Q2
Increased
20,417
+2.9%
$729,8570.0%$35.68
25
2025-Q1
Increased
19,851
+33.0%
$671,7540.0%$33.74
31
2024-Q4
Decreased
14,924
-23.9%
$510,6660.0%$34.29
0
2024-Q3
Decreased
19,621
-77.7%
$664,5910.0%$33.87
0

Other major holders of XOCT: Cetera Investment Advisers, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used