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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,311
Closed -$305K – 527
2024
Q3 		$305K Sell
1,311
-46
-3% -$10.7K 0.02% 726
2024
Q2 		$379K Buy
+1,357
New +$379K 0.02% 576