First Tr Exhcange Traded Fd smid risng etf shares owned by LPL Financial
Quarter-by-quarter ownership of First Tr Exhcange Traded Fd smid risng etf (SDVY) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in First Tr Exhcange Traded Fd smid risng etf
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Quarterly reported holdings in First Tr Exhcange Traded Fd smid risng etf by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $654M | 18M | 36.38 |
| 2024-06-30 | $513M | 15M | 33.38 |
| 2024-03-31 | $462M | 13M | 34.82 |
| 2023-09-30 | $194M | 6.9M | 28.23 |
| 2023-06-30 | $168M | 5.9M | 28.31 |
| 2023-03-31 | $170M | 6.4M | 26.65 |
| 2022-12-31 | $148M | 5.7M | 26.05 |
| 2022-09-30 | $115M | 5.0M | 23.13 |
| 2022-06-30 | $105M | 4.4M | 23.88 |
| 2022-03-31 | $113M | 4.0M | 27.87 |
| 2021-12-31 | $71M | 2.3M | 30.30 |
| 2021-09-30 | $32M | 1.1M | 28.27 |
| 2021-06-30 | $16M | 542k | 29.10 |
| 2021-03-31 | $8.9M | 314k | 28.40 |
| 2020-12-31 | $288k | 12k | 23.73 |
| 2020-06-30 | $211k | 12k | 17.56 |
| 2020-03-31 | $206k | 15k | 14.25 |
| 2019-12-31 | $943k | 44k | 21.65 |
| 2019-09-30 | $719k | 35k | 20.30 |
| 2019-06-30 | $345k | 17k | 20.58 |
| 2019-03-31 | $307k | 15k | 19.92 |
| 2018-12-31 | $204k | 12k | 17.53 |
| 2018-09-30 | $226k | 11k | 21.28 |
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