First Tr Exchange-traded shares owned by LPL Financial
Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in First Tr Exchange-traded
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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 |
|---|---|---|---|
| 2025-09-30 | $240M | 9.3M | 25.85 |
| 2025-06-30 | $193M | 7.8M | 24.71 |
| 2025-03-31 | $163M | 6.9M | 23.72 |
| 2024-12-31 | $145M | 6.0M | 24.24 |
| 2024-09-30 | $131M | 5.3M | 24.64 |
| 2024-06-30 | $106M | 4.5M | 23.38 |
| 2024-03-31 | $96M | 3.9M | 24.48 |
| 2023-09-30 | $66M | 3.1M | 21.07 |
| 2023-06-30 | $42M | 1.9M | 21.97 |