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XP Advisory US, Inc.’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

XP Advisory US, Inc.’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$348K Buy
+18,046
New +$347K 0.19% 20

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KFI
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

XP Advisory US, Inc.'s FPEI Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026: 18,046 shares worth $348K. The stake represents 0.19% of the portfolio and ranks #20 among its holdings.

99 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • XP Advisory US, Inc. held 18,046 shares of First Trust Institutional Preferred Securities and Income ETF worth $348K as of Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new XP Advisory US, Inc. position in Q2 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.19% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #20 holding.
  • 99 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.