First Trust Expanded TechXPNDETF
13F holders, Q4 2024 (December 31)16holders +6
6new positions
0sold out
1famous investor
$30.41avg. 13F price*
At the end of Q4 2024, 16 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 0 sold out. The largest holders were Osaic Holdings, Inc. ($2.9M), Harvest Investment Services, LLC ($1.2M) and Cambridge Investment Research Advisors, Inc. ($1.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $856K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 47,168 shares bought and 136,804 shares sold, net −89,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -56.5% | 96,270 | $2.9M |
| Harvest Investment Services, LLC | 0.30% | Add +41.9% | 39,830 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 33,536 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +6.9% | 26,474 | $805K |
| Bullseye Investment Management, LLC | 0.52% | New | 24,524 | $746K |
| SFI Advisors, LLC | 0.44% | Reduce -12.0% | 20,493 | $623K |
| Compound Planning, Inc. | 0.03% | Reduce -0.2% | 18,522 | $563K |
| Boyce & Associates Wealth Consulting, Inc. | 0.47% | Add +45.2% | 15,204 | $462K |
| Citadel Advisors | 0.00% | Reduce -35.8% | 14,833 | $451K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.0% | 5,365 | $163K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 4,600 | $140K |
| Harbour Investments, Inc. | 0.00% | New | 1,832 | $56K |
| Bank of America Corp. | 0.00% | New | 804 | $24K |
| AE Wealth Management LLC | 0.00% | New | 730 | $22K |
| UBS Group AG | 0.00% | New | 238 | $7K |
| Morgan Stanley | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.