First Trust Expanded TechXPNDETF
13F holders, Q2 2024 (June 30)10holders +2
3new positions
1sold out
1famous investor
$28.13avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($6.3M), Prospera Financial Services Inc ($1.9M) and Cambridge Investment Research Advisors, Inc. ($937K). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $271K |
| Exits | 1 | $39 |
All 13F filers, Q1 2024 → Q2 2024: 15,666 shares bought and 11,213 shares sold, net +4,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -2.2% | 223,266 | $6.3M |
| Prospera Financial Services Inc | 0.05% | Add +3.3% | 67,176 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.4% | 33,302 | $937K |
| Citadel Advisors | 0.00% | Reduce -3.3% | 25,338 | $713K |
| SFI Advisors, LLC | 0.52% | Reduce -15.8% | 23,871 | $671K |
| Boyce & Associates Wealth Consulting, Inc. | 0.30% | New | 9,165 | $258K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -11.3% | 6,821 | $192K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 4,600 | $129K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 260 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $6K |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.