LPL Financial »

First Tr Exchng Traded Fd Vi cef incm oppty shares owned by LPL Financial

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi cef incm oppty (FCEF) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in First Tr Exchng Traded Fd Vi cef incm oppty

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi cef incm oppty 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 Exchng Traded Fd Vi cef incm oppty by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 75k 18.64
2023-06-30 $1.5M 77k 19.34
2023-03-31 $1.5M 75k 19.33
2022-12-31 $1.5M 77k 19.31
2022-09-30 $1.6M 86k 18.48
2022-06-30 $2.1M 106k 19.75
2022-03-31 $3.7M 157k 23.54
2021-12-31 $4.3M 166k 25.64
2021-09-30 $4.0M 161k 24.74
2021-06-30 $2.6M 104k 25.48
2021-03-31 $2.4M 100k 23.85
2020-12-31 $2.8M 125k 22.53
2020-09-30 $2.7M 139k 19.65
2020-06-30 $2.8M 148k 18.82
2020-03-31 $2.4M 147k 16.43
2019-12-31 $3.1M 134k 22.96
2019-09-30 $2.9M 129k 22.22
2019-06-30 $3.5M 160k 21.90
2019-03-31 $3.6M 168k 21.40
2018-12-31 $3.1M 164k 18.89
2018-09-30 $3.9M 175k 22.03
2018-06-30 $2.9M 134k 21.66
2018-03-31 $2.7M 129k 21.36
2017-12-31 $1.6M 72k 22.03
2017-09-30 $1.6M 74k 22.05
2017-06-30 $1.6M 73k 21.44

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 Exchng Traded Fd Vi cef incm oppty

Capital Investment Advisory Services
Raymond James & Associates
Cambridge Investment Research Advisors
Advisor Group Holdings
UBS Group
Raymond James Financial Services Advisors
WCG Wealth Advisors
Atria Wealth Solutions
Aurora Private Wealth
Proequities
IFP Advisors
Larson Financial Group
Benjamin F. Edwards & Company
Global Retirement Partners
PSI Advisors

View all funds holding First Tr Exchng Traded Fd Vi cef incm oppty