de LPL Financial First Trust Preferred Securities and Income ETF FPE Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 331 M | Comprar |
18,509,769
+672,035
| +4% | +USD 12.1 M | 0.07% | 263 |
|
|
2026
Q1 | USD 317 M | Comprar |
17,837,734
+1,016,910
| +6% | +USD 18.5 M | 0.08% | 237 |
|
|
2025
Q4 | USD 306 M | Comprar |
16,820,824
+2,636,765
| +19% | +USD 48.2 M | 0.08% | 222 |
|
|
2025
Q3 | USD 259 M | Comprar |
14,184,059
+335,384
| +2% | +USD 6.06 M | 0.08% | 249 |
|
|
2025
Q2 | USD 247 M | Vender |
13,848,675
-514,082
| -4% | -USD 8.97 M | 0.08% | 235 |
|
|
2025
Q1 | USD 253 M | Comprar |
14,362,757
+1,334,701
| +10% | +USD 23.7 M | 0.1% | 198 |
|
|
2024
Q4 | USD 231 M | Comprar |
13,028,056
+1,151,344
| +10% | +USD 20.7 M | 0.09% | 189 |
|
|
2024
Q3 | USD 215 M | Comprar |
11,876,712
+1,035,105
| +10% | +USD 18.4 M | 0.1% | 186 |
|
|
2024
Q2 | USD 188 M | Comprar |
10,841,607
+362,026
| +3% | +USD 6.25 M | 0.09% | 190 |
|
|
2024
Q1 | USD 182 M | Comprar |
10,479,581
+340,219
| +3% | +USD 5.82 M | 0.1% | 183 |
|
|
2023
Q4 | USD 171 M | Vender |
10,139,362
-604,245
| -6% | -USD 9.7 M | 0.1% | 177 |
|
|
2023
Q3 | USD 172 M | Vender |
10,743,607
-62,992
| -0.6% | -USD 1.01 M | 0.12% | 153 |
|
|
2023
Q2 | USD 173 M | Comprar |
10,806,599
+1,003,522
| +10% | +USD 16 M | 0.12% | 148 |
|
|
2023
Q1 | USD 156 M | Comprar |
9,803,077
+665,019
| +7% | +USD 11.5 M | 0.12% | 151 |
|
|
2022
Q4 | USD 154 M | Comprar |
9,138,058
+171,137
| +2% | +USD 2.87 M | 0.13% | 150 |
|
|
2022
Q3 | USD 150 M | Comprar |
8,966,921
+78,934
| +0.9% | +USD 1.39 M | 0.14% | 137 |
|
|
2022
Q2 | USD 153 M | Vender |
8,887,987
-922,082
| -9% | -USD 16.7 M | 0.15% | 136 |
|
|
2022
Q1 | USD 187 M | Vender |
9,810,069
-465,696
| -5% | -USD 9.07 M | 0.16% | 120 |
|
|
2021
Q4 | USD 209 M | Comprar |
10,275,765
+923,925
| +10% | +USD 18.8 M | 0.18% | 108 |
|
|
2021
Q3 | USD 192 M | Comprar |
9,351,840
+1,544,931
| +20% | +USD 31.9 M | 0.18% | 111 |
|
|
2021
Q2 | USD 161 M | Comprar |
7,806,909
+1,697,167
| +28% | +USD 34.6 M | 0.16% | 116 |
|
|
2021
Q1 | USD 123 M | Comprar |
6,109,742
+734,380
| +14% | +USD 14.8 M | 0.14% | 136 |
|
|
2020
Q4 | USD 109 M | Comprar |
5,375,362
+207,799
| +4% | +USD 4.11 M | 0.14% | 137 |
|
|
2020
Q3 | USD 99.1 M | Vender |
5,167,563
-2,997
| -0.1% | -USD 57.2 k | 0.15% | 132 |
|
|
2020
Q2 | USD 95.2 M | Comprar |
5,170,560
+141,101
| +3% | +USD 2.55 M | 0.17% | 124 |
|
|
2020
Q1 | USD 82.5 M | Comprar |
5,029,459
+684,405
| +16% | +USD 13.1 M | 0.18% | 112 |
|
|
2019
Q4 | USD 87.2 M | Comprar |
4,345,054
+655,441
| +18% | +USD 13 M | 0.16% | 122 |
|
|
2019
Q3 | USD 72.8 M | Comprar |
3,689,613
+517,878
| +16% | +USD 10.2 M | 0.15% | 126 |
|
|
2019
Q2 | USD 61.5 M | Comprar |
3,171,735
+325,657
| +11% | +USD 6.26 M | 0.13% | 144 |
|
|
2019
Q1 | USD 54.2 M | Comprar |
2,846,078
+271,761
| +11% | +USD 5.09 M | 0.12% | 151 |
|
|
2018
Q4 | USD 46.2 M | Vender |
2,574,317
-876,546
| -25% | -USD 16.3 M | 0.12% | 149 |
|
|
2018
Q3 | USD 65.9 M | Vender |
3,450,863
-113,108
| -3% | -USD 2.17 M | 0.16% | 119 |
|
|
2018
Q2 | USD 67.9 M | Comprar |
3,563,971
+152,798
| +4% | +USD 2.95 M | 0.18% | 107 |
|
|
2018
Q1 | USD 66.4 M | Comprar |
3,411,173
+422,472
| +14% | +USD 8.35 M | 0.18% | 104 |
|
|
2017
Q4 | USD 59.8 M | Comprar |
2,988,701
+246,351
| +9% | +USD 4.95 M | 0.18% | 104 |
|
|
2017
Q3 | USD 55.1 M | Comprar |
2,742,350
+326,883
| +14% | +USD 6.57 M | 0.19% | 101 |
|
|
2017
Q2 | USD 48.3 M | Comprar |
2,415,467
+227,513
| +10% | +USD 4.51 M | 0.18% | 107 |
|
|
2017
Q1 | USD 42.9 M | Comprar |
2,187,954
+200,742
| +10% | +USD 3.89 M | 0.29% | 50 |
|
|
2016
Q4 | USD 37.8 M | Comprar |
1,987,212
+320,700
| +19% | +USD 6.16 M | 0.29% | 53 |
|
|
2016
Q3 | USD 32.6 M | Comprar |
1,666,512
+348,027
| +26% | +USD 6.79 M | 0.31% | 60 |
|
|
2016
Q2 | USD 25.2 M | Vender |
1,318,485
-1,052,471
| -44% | -USD 19.9 M | 0.21% | 79 |
|
|
2016
Q1 | USD 44.1 M | Comprar |
2,370,956
+456,811
| +24% | +USD 8.49 M | 0.12% | 160 |
|
|
2015
Q4 | USD 36.4 M | Comprar |
1,914,145
+1,593,105
| +496% | +USD 30.2 M | 0.1% | 184 |
|
|
2015
Q3 | USD 6.04 M | Comprar |
321,040
+41,602
| +15% | +USD 790 k | 0.03% | 411 |
|
|
2015
Q2 | USD 5.28 M | Comprar |
279,438
+38,492
| +16% | +USD 737 k | 0.03% | 489 |
|
|
2015
Q1 | USD 4.63 M | Comprar |
240,946
+117,770
| +96% | +USD 2.25 M | 0.02% | 547 |
|
|
2014
Q4 | USD 2.32 M | Comprar |
123,176
+37,065
| +43% | +USD 704 k | 0.01% | 806 |
|
|
2014
Q3 | USD 1.63 M | Comprar |
86,111
+16,494
| +24% | +USD 316 k | 0.01% | 979 |
|
|
2014
Q2 | USD 1.34 M | Vender |
69,617
-164
| -0.2% | -USD 3.12 k | 0.01% | 1130 |
|
|
2014
Q1 | USD 1.31 M | Comprar |
69,781
+5,496
| +9% | +USD 101 k | 0.01% | 1093 |
|
|
2013
Q4 | USD 1.15 M | Vender |
64,285
-621
| -1% | -USD 11.2 k | 0.01% | 1150 |
|
|
2013
Q3 | USD 1.17 M | Comprar |
64,906
+4,169
| +7% | +USD 77.6 k | 0.01% | 1095 |
|
|
2013
Q2 | USD 1.19 M | Comprar |
+60,737
| Nuevas | +USD 1.23 M | 0.01% | 1012 |
|
Otros fondos que tienen FPE en su cartera
Posición de LPL Financial en FPE: resumen de T2 2026
LPL Financial aumentó su participación en First Trust Preferred Securities and Income ETF (FPE) en 3.8% durante T2 2026, al comprar aproximadamente USD 12.1 M y elevar la posición a 18,509,769 acciones con un valor de USD 331 M. La posición representa 0.07% de la cartera y ocupa el puesto #263.
LPL Financial reportó por primera vez una posición en FPE en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 464 fondos que sigue Wall St. Rank mantienen una posición en FPE.
- Al cierre de T2 2026, LPL Financial tenía 18,509,769 acciones de First Trust Preferred Securities and Income ETF con un valor de USD 331 M.
- LPL Financial compró 672,035 acciones de First Trust Preferred Securities and Income ETF en T2 2026, por un monto estimado de USD 12.1 M.
- First Trust Preferred Securities and Income ETF representó 0.07% de la cartera de LPL Financial en T2 2026 y fue su posición número 263.
- LPL Financial reportó por primera vez una posición en First Trust Preferred Securities and Income ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 464 fondos que sigue Wall St. Rank tenían First Trust Preferred Securities and Income ETF en cartera.
Según el Informe 13F de LPL Financial correspondiente a T2 2026, presentado el 7 ago 2026.