First Trust Expanded TechXPNDETF

13F holders, Q2 2025 (June 30)
21holders +7
10new positions
3sold out
$33.24avg. 13F price*

At the end of Q2 2025, 21 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 7 from Q1 2025. 10 opened new positions and 3 sold out. The largest holders were Integrated Wealth Concepts LLC ($4.8M), Osaic Holdings, Inc. ($3.4M) and Cambridge Investment Research Advisors, Inc. ($1.2M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$2.1M
Exits3$770K

All 13F filers, Q1 2025 → Q2 2025: 62,689 shares bought and 42,110 shares sold, net +20,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders
Integrated Wealth Concepts LLC 0.05% Reduce -6.8% 141,266 $4.8M
Osaic Holdings, Inc. 0.01% Add +1.5% 100,095 $3.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.3% 34,870 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -4.8% 32,463 $1.1M
Bullseye Investment Management, LLC 0.68% No change 37,936 $1.1M
HighTower Advisors, LLC 0.00% Reduce -1.3% 29,716 $1.0M
Harvest Investment Services, LLC 0.17% Reduce -3.6% 22,790 $768K
Clear Creek Financial Management, LLC 0.04% New 13,725 $462K
Envestnet Asset Management Inc. 0.00% New 9,491 $320K
Foundations Investment Advisors, LLC 0.00% New 9,035 $304K
Arkadios Wealth Advisors 0.01% New 8,209 $276K
Kestra Private Wealth Services, LLC 0.00% New 8,017 $270K
&partners 0.00% New 6,529 $220K
Hazlett, Burt & Watson, Inc. 0.06% No change 4,600 $155K
NFSG Corp 0.02% New 3,482 $117K
Geneos Wealth Management Inc. 0.00% Reduce -11.7% 3,228 $109K
Raymond James Financial Inc. 0.00% New 2,111 $71K
Harbour Investments, Inc. 0.00% No change 1,832 $62K
AE Wealth Management LLC 0.00% Reduce -63.0% 730 $25K
Ameritas Advisory Services, LLC 0.00% New 504 $17K
Morgan Stanley 0.00% New 1 $34

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