First Trust Advisors
XP icon

First Trust Advisors’s XP XP Stock Holding History

First Trust Advisors’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.65M Sell
163,063
-278,451
-63% -$4.96M ﹤0.01% 1887
2026
Q1 		$8.41M Sell
441,514
-93,425
-17% -$1.81M 0.01% 1175
2025
Q4 		$8.76M Sell
534,939
-694,774
-56% -$12.2M 0.01% 1157
2025
Q3 		$23.1M Sell
1,229,713
-141,623
-10% -$2.54M 0.02% 862
2025
Q2 		$27.7M Sell
1,371,336
-379,973
-22% -$6.57M 0.02% 793
2025
Q1 		$24.1M Buy
1,751,309
+1,411,471
+415% +$19.4M 0.02% 804
2024
Q4 		$4.03M Buy
339,838
+190,413
+127% +$3M ﹤0.01% 1475
2024
Q3 		$2.68M Buy
149,425
+25,047
+20% +$457K ﹤0.01% 1646
2024
Q2 		$2.19M Sell
124,378
-342,788
-73% -$7.08M ﹤0.01% 1667
2024
Q1 		$12M Buy
467,166
+64,251
+16% +$1.61M 0.01% 965
2023
Q4 		$10.5M Buy
402,915
+27,100
+7% +$618K 0.01% 983
2023
Q3 		$8.66M Buy
375,815
+363,058
+2,846% +$9.1M 0.01% 1026
2023
Q2 		$299K Buy
+12,757
New +$216K ﹤0.01% 2236
2022
Q4 		– Sell
-25,499
Closed -$485K – 2575
2022
Q3 		$485K Buy
+25,499
New +$506K ﹤0.01% 2220
2022
Q1 		– Sell
-13,020
Closed -$374K – 2596
2021
Q4 		$374K Sell
13,020
-274,956
-95% -$8.95M ﹤0.01% 2353
2021
Q3 		$11.6M Buy
287,976
+265,198
+1,164% +$11.8M 0.01% 968
2021
Q2 		$992K Buy
22,778
+3,352
+17% +$139K ﹤0.01% 2065
2021
Q1 		$732K Buy
19,426
+649
+3% +$27.7K ﹤0.01% 2078
2020
Q4 		$745K Sell
18,777
-99,121
-84% -$4.05M ﹤0.01% 2008
2020
Q3 		$4.92M Buy
117,898
+49,225
+72% +$2.25M 0.01% 969
2020
Q2 		$2.88M Buy
68,673
+40,879
+147% +$1.25M 0.01% 1199
2020
Q1 		$536K Buy
27,794
+8,676
+45% +$293K ﹤0.01% 1914
2019
Q4 		$736K Buy
+19,118
New +$718K ﹤0.01% 1996

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors's XP Position: Q2 2026 in Review

First Trust Advisors reduced its XP (XP) stake by 63% in Q2 2026, selling an estimated $4.96M and leaving 163,063 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

First Trust Advisors first reported a position in XP in Q4 2019 and has held it in 23 quarters since. The position peaked at $27.7M in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • First Trust Advisors held 163,063 shares of XP worth $2.65M as of Q2 2026.
  • First Trust Advisors sold 278,451 XP shares in Q2 2026, an estimated $4.96M.
  • XP made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1887 holding.
  • First Trust Advisors first reported a position in XP in Q4 2019 and has held it in 23 quarters since.
  • First Trust Advisors's XP position peaked at $27.7M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.