First Trust New Opportunities shares owned by LPL Financial
Quarter-by-quarter ownership of First Trust New Opportunities (FPL) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in First Trust New Opportunities
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Quarterly reported holdings in First Trust New Opportunities by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $254k | 41k | 6.26 |
| 2023-06-30 | $361k | 60k | 6.02 |
| 2023-03-31 | $924k | 154k | 5.98 |
| 2022-12-31 | $273k | 45k | 6.05 |
| 2022-09-30 | $960k | 175k | 5.48 |
| 2022-06-30 | $1.2M | 205k | 5.78 |
| 2022-03-31 | $1.4M | 216k | 6.31 |
| 2021-12-31 | $1.2M | 220k | 5.47 |
| 2021-09-30 | $1.2M | 207k | 5.68 |
| 2021-06-30 | $1.2M | 202k | 5.91 |
| 2021-03-31 | $1.1M | 214k | 5.33 |
| 2020-12-31 | $939k | 220k | 4.27 |
| 2020-09-30 | $768k | 213k | 3.60 |
| 2020-06-30 | $715k | 166k | 4.30 |
| 2020-03-31 | $372k | 103k | 3.60 |
| 2019-12-31 | $901k | 97k | 9.33 |
| 2019-09-30 | $634k | 68k | 9.33 |
| 2019-06-30 | $731k | 77k | 9.44 |
| 2019-03-31 | $591k | 64k | 9.27 |
| 2018-12-31 | $432k | 57k | 7.53 |
| 2018-09-30 | $567k | 59k | 9.61 |
| 2018-06-30 | $608k | 59k | 10.38 |
| 2018-03-31 | $553k | 56k | 9.82 |
| 2017-03-31 | $833k | 62k | 13.36 |
| 2016-12-31 | $599k | 46k | 13.04 |
| 2016-09-30 | $784k | 59k | 13.30 |
| 2016-06-30 | $819k | 60k | 13.73 |
| 2016-03-31 | $1.4M | 127k | 11.31 |
| 2015-12-31 | $587k | 53k | 11.07 |
| 2015-09-30 | $430k | 31k | 13.79 |
| 2015-06-30 | $256k | 17k | 15.48 |
| 2015-03-31 | $271k | 16k | 17.07 |
| 2014-12-31 | $301k | 17k | 17.93 |
| 2014-09-30 | $222k | 12k | 18.64 |
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