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Disclosery

FIRST TRUST ADVISORS LP: LPLA position timeline

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

FIRST TRUST ADVISORS LP held 25,722 LPLA 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 25,722 shares
    Change vs previous 13F -67,829 shares

    <0.01% of the 13F portfolio, value $7,245,327.

    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 93,551 shares
    Change vs previous 13F -4,977 shares

    0.02% of the 13F portfolio, value $28,142,955.

    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 98,528 shares
    Change vs previous 13F -43,201 shares

    0.03% of the 13F portfolio, value $35,191,254.

    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 141,729 shares
    Change vs previous 13F -14,918 shares

    0.04% of the 13F portfolio, value $47,151,829.

    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 156,647 shares
    Change vs previous 13F -8,960 shares

    0.05% of the 13F portfolio, value $58,738,068.

    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 165,607 shares
    Change vs previous 13F +155,584 shares

    0.05% of the 13F portfolio, value $54,176,789.

    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 10,023 shares
    Change vs previous 13F -981,006 shares

    <0.01% of the 13F portfolio, value $3,272,744.

    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).

  8. period ended2024-09-30
    13F 991,029 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $230,543,076.

    13F-HR 0001445546-24-007640 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).