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Disclosery

FIRST TRUST ADVISORS LP: XP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on XP, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 163,063 XP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,063 shares
    Change vs previous 13F -278,451 shares

    <0.01% of the 13F portfolio, value $2,651,404.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 441,514 shares
    Change vs previous 13F -93,425 shares

    0.01% of the 13F portfolio, value $8,406,426.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 534,939 shares
    Change vs previous 13F -694,774 shares

    0.01% of the 13F portfolio, value $8,756,951.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,229,713 shares
    Change vs previous 13F -141,623 shares

    0.02% of the 13F portfolio, value $23,106,307.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,371,336 shares
    Change vs previous 13F -379,973 shares

    0.02% of the 13F portfolio, value $27,700,987.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,751,309 shares
    Change vs previous 13F +1,411,471 shares

    0.02% of the 13F portfolio, value $24,080,498.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 339,838 shares
    Change vs previous 13F +190,413 shares

    <0.01% of the 13F portfolio, value $4,027,080.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 149,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,680,684.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).