XP Advisory US »

First Tr Exch Traded Fd Iii cmn shares owned by XP Advisory US

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by XP Advisory US from 13F filings

Historical chart of XP Advisory US investment in First Tr Exch Traded Fd Iii cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii cmn held by XP Advisory US consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by XP Advisory US

Quarter filed Position value Share count Share price at filing
2026-06-30 $348k 18k 19.29

More positions owned by XP Advisory US

SPDR S&P 500 ETF Trust SHS (SPY)
Invesco QQQ TR Unit Ser 1 SHS (QQQ)
Vanguard Total Intl Stock Index FD ETF SHS (VXUS)
Etfis Ser TR I Reaves Utils ETF SHS (UTES)
Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat SHS (VBIL)
Invesco Exchange-Traded FD TR II KBW BK ETF SHS (KBWB)
Alphabet Inc Class C cs (GOOG)
SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF SHS (SJNK)
iShares TR MSCI Acwi ETF SHS (ACWI)
2023 ETF Ser TR Eagle Cap Select Equity ETF SHS (EAGL)
PIMCO ETF TR Short Term Mun BD Active ETF SHS (SMMU)
Vanguard FTSE Europe ETF SHS (VGK)
iShares MSCI Emerging Market SHS (EEM)
Vanguard Index SHS (VTV)
Technology Select Sect SPDR SHS (XLK)

View all positions for XP Advisory US

Top funds holding First Tr Exch Traded Fd Iii cmn

Morgan Stanley
UBS Group
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Chas. P. Smith & Associates, PA, CPA's
Goss Wealth Management
Raymond James Financial
Montis Financial
Branch Banking & Trust Company
Envestnet Asset Management
Jane Street
Fukoku Mutual Life Insurance
Legacy Edge Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management

View all funds holding First Tr Exch Traded Fd Iii cmn