First Trust Expanded TechXPNDETF

13F holders, Q1 2024 (March 31)
8holders
1famous investor
$26.54avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($6.1M), Prospera Financial Services Inc ($1.7M) and Cambridge Investment Research Advisors, Inc. ($780K). 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

010203040 Q1 2024: 8Q1 2024Q2 2024: 10Q2 2024Q3 2024: 10Q3 2024Q4 2024: 16Q4 2024Q1 2025: 14Q1 2025Q2 2025: 21Q2 2025Q3 2025: 26Q3 2025Q4 2025: 27Q4 2025Q1 2026: 26Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$1.9M
Exits0$0

Ownership 8 holders

Osaic Holdings, Inc. 0.01% Add +1.1% 228,272 $6.1M
Prospera Financial Services Inc 0.05% New 65,064 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.2% 29,373 $780K
SFI Advisors, LLC 0.59% Reduce -20.6% 28,344 $752K
Citadel Advisors 0.00% Reduce -47.5% 26,200 $695K
Geneos Wealth Management Inc. 0.01% New 7,692 $204K
Hazlett, Burt & Watson, Inc. 0.07% No change 4,600 $122K
Morgan Stanley 0.00% No change 1 $39

"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.