Ownership history in LPL Financial LLC · 33 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in FIRST TR EXCHANGE TRADED FD (FSCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 509,668 | +181,008 | +55.1% | 0.00% | $18.2M | $35.77 |
| 2025 Q3 | ADDED | 328,660 | +822 | +0.3% | 0.00% | $12.1M | $36.58 |
| 2025 Q2 | ADDED | 327,838 | +18,770 | +6.1% | 0.00% | $11.7M | $35.59 |
| 2025 Q1 | ADDED | 309,068 | +15,185 | +5.2% | 0.00% | $10.7M | $34.33 |
| 2024 Q4 | ADDED | 293,883 | +37,425 | +14.6% | 0.00% | $10.4M | $35.15 |
| 2024 Q3 | ADDED | 256,458 | +28,469 | +12.5% | 0.00% | $9.0M | $34.91 |
| 2024 Q2 | REDUCED | 227,989 | -34,235 | -13.1% | 0.00% | $7.3M | $31.67 |
| 2024 Q1 | REDUCED | 262,224 | -137,149 | -34.3% | 0.00% | $8.7M | $32.55 |
| 2023 Q4 | ADDED | 399,373 | +20,661 | +5.5% | 0.01% | $12.4M | $30.57 |
| 2023 Q3 | ADDED | 378,712 | +314,057 | +485.7% | 0.01% | $10.4M | $26.90 |
As of 2025 Q4 — sorted by position size