LPL Financial
NFTY icon

LPL Financial’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

LPL Financial’s Portfolio NFTY Stock Details NFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.96M Sell
115,680
-21,909
-16% -$1.23M ﹤0.01% 2468
2025
Q4 		$8.02M Sell
137,589
-37,339
-21% -$2.18M ﹤0.01% 2114
2025
Q3 		$9.96M Sell
174,928
-49,967
-22% -$2.9M ﹤0.01% 1862
2025
Q2 		$13.5M Buy
224,895
+9,466
+4% +$546K ﹤0.01% 1508
2025
Q1 		$12M Sell
215,429
-6,630
-3% -$361K ﹤0.01% 1479
2024
Q4 		$12.4M Buy
222,059
+6,171
+3% +$369K 0.01% 1384
2024
Q3 		$14M Buy
215,888
+49,899
+30% +$3.11M 0.01% 1244
2024
Q2 		$10M Sell
165,989
-1,794
-1% -$104K 0.01% 1376
2024
Q1 		$9.56M Buy
167,783
+86,690
+107% +$4.84M 0.01% 1362
2023
Q4 		$4.38M Buy
81,093
+32,424
+67% +$1.62M ﹤0.01% 1770
2023
Q3 		$2.37M Buy
48,669
+19,313
+66% +$928K ﹤0.01% 2162
2023
Q2 		$1.4M Buy
29,356
+242
+0.8% +$10.8K ﹤0.01% 2572
2023
Q1 		$1.22M Buy
29,114
+5,996
+26% +$258K ﹤0.01% 2584
2022
Q4 		$1.01M Buy
23,118
+17,491
+311% +$785K ﹤0.01% 2642
2022
Q3 		$241K Sell
5,627
-13,428
-70% -$596K ﹤0.01% 3774
2022
Q2 		$785K Buy
19,055
+2,553
+15% +$112K ﹤0.01% 2795
2022
Q1 		$757K Buy
16,502
+2,675
+19% +$126K ﹤0.01% 2844
2021
Q4 		$662K Buy
+13,827
New +$675K ﹤0.01% 3037

Other funds holding NFTY

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's NFTY Position: Q1 2026 in Review

LPL Financial reduced its First Trust India Nifty 50 Equal Weight ETF (NFTY) stake by 16% in Q1 2026, selling an estimated $1.23M and leaving 115,680 shares worth $5.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

LPL Financial first reported a position in NFTY in Q4 2021 and has held it in 18 quarters since. The position peaked at $14M in Q3 2024. 58 funds tracked by Wall St. Rank hold NFTY as of Q1 2026.

  • LPL Financial held 115,680 shares of First Trust India Nifty 50 Equal Weight ETF worth $5.96M as of Q1 2026.
  • LPL Financial sold 21,909 First Trust India Nifty 50 Equal Weight ETF shares in Q1 2026, an estimated $1.23M.
  • First Trust India Nifty 50 Equal Weight ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2468 holding.
  • LPL Financial first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's First Trust India Nifty 50 Equal Weight ETF position peaked at $14M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.