FTDI
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First Trust Direct Indexing’s LPL Financial LPLA Stock Holding History

First Trust Direct Indexing’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,311
Closed -$305K – 527
2024
Q3 		$305K Sell
1,311
-46
-3% -$10.4K 0.02% 726
2024
Q2 		$379K Buy
+1,357
New +$368K 0.02% 576

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

First Trust Direct Indexing's LPLA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 1,311 shares — an estimated $305K sold.

First Trust Direct Indexing first reported a position in LPLA in Q2 2024 and held it in 2 quarters. The position peaked at $379K in Q2 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,311 LPL Financial shares in Q4 2024, an estimated $305K.
  • First Trust Direct Indexing first reported a position in LPL Financial in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's LPL Financial position peaked at $379K in Q2 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.