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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $133,983,680,913 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in XP

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Shares Held

Position Value (USD)

21 quarters on record
Report Date Value (USD) Shares
2026-03-31 $8,406,426 441,514
2025-12-31 $8,756,951 534,939
2025-09-30 $23,106,307 1,229,713
2025-06-30 $27,700,987 1,371,336
2025-03-31 $24,080,498 1,751,309
2024-12-31 $4,027,080 339,838
2024-09-30 $2,680,684 149,425
2024-06-30 $2,187,809 124,378
2024-03-31 $11,987,479 467,166
2023-12-31 $10,503,994 402,915
2023-09-30 $8,662,535 375,815
2023-06-30 $299,279 12,757
2022-09-30 $484,735 25,499
2021-12-31 $374,194 13,020
2021-09-30 $11,567,995 287,976
2021-06-30 $991,981 22,778
2021-03-31 $731,777 19,426
2020-12-31 $744,883 18,777
2020-09-30 $4,915,167 117,898
2020-06-30 $2,884,952 68,673
2020-03-31 $536,146 27,794