LPL Financial »

First Tr Exchange Traded Fd low beta income shares owned by LPL Financial

Quarter-by-quarter ownership of First Tr Exchange Traded Fd low beta income (FTQI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in First Tr Exchange Traded Fd low beta income

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd low beta income held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange Traded Fd low beta income by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 687k 18.87
2023-06-30 $6.7M 337k 19.81
2023-03-31 $3.5M 179k 19.37
2022-12-31 $2.6M 143k 18.04
2022-09-30 $1.7M 93k 18.07
2022-06-30 $909k 46k 19.84
2022-03-31 $1.7M 77k 22.63
2021-12-31 $1.1M 50k 21.63
2021-09-30 $1.2M 55k 21.54
2021-06-30 $1.5M 70k 21.54
2021-03-31 $649k 31k 20.87
2020-12-31 $220k 11k 20.24
2020-09-30 $339k 18k 19.19
2020-06-30 $370k 19k 19.98
2020-03-31 $556k 29k 19.40
2019-12-31 $781k 35k 22.35
2019-09-30 $724k 32k 22.33
2019-06-30 $860k 39k 22.17
2019-03-31 $1.0M 48k 21.58
2018-12-31 $770k 38k 20.19
2018-09-30 $981k 43k 22.94
2018-06-30 $1.1M 51k 22.48
2018-03-31 $1.2M 54k 21.98
2017-12-31 $1.1M 46k 23.07
2017-09-30 $357k 16k 22.39
2017-06-30 $218k 10k 21.65
2016-03-31 $286k 15k 19.69
2015-12-31 $334k 17k 19.63
2015-09-30 $272k 14k 19.58
2015-06-30 $329k 16k 20.22
2015-03-31 $282k 14k 20.35
2014-12-31 $319k 16k 20.41

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding First Tr Exchange Traded Fd low beta income

Harbour Investments
Significant Wealth Partners
Private Advisor
Sowell Financial Services
Snowden Capital Advisors
Avaii Wealth Management
Elevated Capital Advisors
Ameritas Advisory Services
Owen LaRue
CWM
Cambridge Investment Research Advisors
Advisor Group Holdings
D.A. Davidson & Co.
Royal Bank of Canada
Capital Investment Advisory Services

View all funds holding First Tr Exchange Traded Fd low beta income