First Trust Expanded TechXPNDETF
13F holders, Q3 2024 (September 30)10holders
3new positions
3sold out
1famous investor
$28.74avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Osaic Holdings, Inc. ($6.4M), Cambridge Investment Research Advisors, Inc. ($940K) and Harvest Investment Services, LLC ($807K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.1M |
| Exits | 3 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 72,707 shares bought and 73,814 shares sold, net −1,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -0.9% | 221,225 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 32,700 | $940K |
| Harvest Investment Services, LLC | 0.26% | New | 28,068 | $807K |
| HighTower Advisors, LLC | 0.00% | New | 24,769 | $711K |
| SFI Advisors, LLC | 0.48% | Reduce -2.5% | 23,286 | $669K |
| Citadel Advisors | 0.00% | Reduce -8.8% | 23,111 | $664K |
| Compound Planning, Inc. | 0.03% | New | 18,567 | $534K |
| Boyce & Associates Wealth Consulting, Inc. | 0.31% | Add +14.2% | 10,468 | $301K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -10.6% | 6,098 | $175K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 4,600 | $132K |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.