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First Tr Exchange-traded shares owned by LPL Financial

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) 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

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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 $52M 3.1M 16.87
2025-06-30 $37M 2.3M 15.91
2025-03-31 $22M 1.6M 14.14
2024-12-31 $908k 69k 13.16

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)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding First Tr Exchange-traded

LPL Financial
Fiduciary Trust Company
Goss Wealth Management
Raymond James Financial
McCarthy & Cox
CWM
Personal Resources Investment & Strategic Management
NewEdge Wealth
Beaumont Financial Advisors
Royal Bank of Canada
WESPAC Advisors SoCal
Citadel Advisors
IFP Advisors
Capital Investment Counsel
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded