LPL Financial »

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 198k 24.18
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding First Tr Exchange-traded

Fiduciary Trust Company
AlTi Global
ARGI Investment Services
Private Advisor
LPL Financial
Stifel Financial
Rockefeller Capital Management
Summit Trail Advisors
Rock Creek Group
Integrated Wealth Concepts
Cedrus
Jane Street
Royal Bank of Canada
CVA Family Office
Prosperity Wealth Management

View all funds holding First Tr Exchange-traded