First Trust Expanded TechXPNDETF
13F holders, Q2 2026 (June 30)31holders +5
7new positions
2sold out
1famous investor
$41.84avg. 13F price*
At the end of Q2 2026, 31 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 5 from Q1 2026. 7 opened new positions and 2 sold out. The largest holders were Integrated Wealth Concepts LLC ($6.8M), Osaic Holdings, Inc. ($3.6M) and HighTower Advisors, LLC ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Expanded Tech
- CUSIP
- 33740U851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 2 | $17.5M |
All 13F filers, Q1 2026 → Q2 2026: 58,113 shares bought and 553,318 shares sold, net −495,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Integrated Wealth Concepts LLC | 0.04% | Reduce -11.2% | 163,627 | $6.8M |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 86,726 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +10.2% | 40,208 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 36,760 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -2.2% | 29,064 | $1.2M |
| Citadel Advisors | 0.00% | Add +51.5% | 23,441 | $981K |
| Harvest Investment Services, LLC | 0.14% | Add +1.3% | 20,980 | $878K |
| Clear Creek Financial Management, LLC | 0.05% | Add +29.3% | 19,685 | $824K |
| Bullseye Investment Management, LLC | 0.37% | Add +0.1% | 18,128 | $759K |
| LPL Financial LLC | 0.00% | Add +57.9% | 17,226 | $721K |
| Sanctuary Advisors, LLC | 0.00% | Add +36.9% | 14,477 | $606K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,828 | $579K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 13,407 | $561K |
| Foundations Investment Advisors, LLC | 0.01% | Add +22.1% | 12,175 | $509K |
| &partners | 0.00% | Reduce -1.4% | 10,693 | $447K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 9,868 | $413K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.7% | 8,363 | $350K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,854 | $245K |
| Cetera Investment Advisers | 0.00% | New | 5,173 | $216K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.4% | 4,892 | $205K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 4,200 | $176K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,866 | $117K |
| Private Trust Co. NA | 0.01% | No change | 1,900 | $80K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,833 | $77K |
| IFP Advisors, Inc | 0.00% | No change | 1,058 | $44K |
| AE Wealth Management LLC | 0.00% | No change | 730 | $31K |
| Colonial Trust Advisors | 0.00% | New | 562 | $24K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 260 | $11K |
| UBS Group AG | 0.00% | New | 150 | $6K |
| Wells Fargo & Company | 0.00% | New | 125 | $5K |
| Morgan Stanley | 0.00% | New | 1 | $67 |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.