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First Tr Exchange-traded shares owned by LPL Financial

Quarter-by-quarter ownership of First Tr Exchange-traded (EIPX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.7M 203k 23.35
2024-03-31 $3.7M 160k 23.05
2023-09-30 $5.0M 238k 21.10
2023-06-30 $2.9M 146k 20.13

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
Perella Weinberg Partners Capital Management
ARGI Investment Services
Cresset Asset Management
Private Advisor
LPL Financial
Stifel Financial
Jane Street
Rockefeller Capital Management
Advisor Group Holdings
Cedrus
Integrated Wealth Concepts
Virtue Capital Management
Royal Bank of Canada

View all funds holding First Tr Exchange-traded