First Trust Expanded TechXPNDETF
13F holders, Q1 2025 (March 31)14holders −2
4new positions
6sold out
$28.24avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 6 sold out. The largest holders were Integrated Wealth Concepts LLC ($4.3M), Osaic Holdings, Inc. ($2.8M) and Bullseye Investment Management, LLC ($1.1M).
- Company
- First Trust Expanded Tech
- CUSIP
- 33740U851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.5M |
| Exits | 6 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 219,587 shares bought and 72,792 shares sold, net +146,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Integrated Wealth Concepts LLC | 0.05% | New | 151,562 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 98,632 | $2.8M |
| Bullseye Investment Management, LLC | 0.68% | Add +54.7% | 37,936 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.6% | 34,748 | $981K |
| Nations Financial Group Inc, /Ia/ | 0.07% | New | 34,096 | $963K |
| HighTower Advisors, LLC | 0.00% | Add +13.7% | 30,110 | $850K |
| Harvest Investment Services, LLC | 0.19% | Reduce -40.6% | 23,640 | $667K |
| Boyce & Associates Wealth Consulting, Inc. | 0.49% | Add +14.8% | 17,447 | $493K |
| Susquehanna International Group, LLP | 0.00% | New | 9,044 | $255K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 4,600 | $130K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -31.9% | 3,654 | $103K |
| AE Wealth Management LLC | 0.00% | Add +170.6% | 1,975 | $56K |
| Harbour Investments, Inc. | 0.00% | No change | 1,832 | $52K |
| Wells Fargo & Company | 0.00% | New | 775 | $22K |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.