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Disclosery

FIRST TRUST ADVISORS LP: LPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on LPL, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 258,664 LPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,664 shares
    Change vs previous 13F +28,949 shares

    <0.01% of the 13F portfolio, value $1,006,202.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 229,715 shares
    Change vs previous 13F +132,096 shares

    <0.01% of the 13F portfolio, value $891,294.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,619 shares
    Change vs previous 13F +10,762 shares

    <0.01% of the 13F portfolio, value $410,975.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,857 shares
    Change vs previous 13F +18,452 shares

    <0.01% of the 13F portfolio, value $453,393.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,405 shares
    Change vs previous 13F +17,959 shares

    <0.01% of the 13F portfolio, value $233,945.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,446 shares
    Change vs previous 13F +16,041 shares

    <0.01% of the 13F portfolio, value $156,887.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,623.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).