First Trust Expanded TechXPNDETF
13F holders, Q3 2025 (September 30)26holders +5
6new positions
1sold out
$35.31avg. 13F price*
At the end of Q3 2025, 26 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 5 from Q2 2025. 6 opened new positions and 1 sold out. The largest holders were Integrated Wealth Concepts LLC ($5.6M), Osaic Holdings, Inc. ($3.5M) and Cambridge Investment Research Advisors, Inc. ($1.3M).
- Company
- First Trust Expanded Tech
- CUSIP
- 33740U851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $845K |
| Exits | 1 | $71K |
All 13F filers, Q2 2025 → Q3 2025: 48,137 shares bought and 5,064 shares sold, net +43,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Integrated Wealth Concepts LLC | 0.05% | Add +9.5% | 154,647 | $5.6M |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 100,542 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 35,128 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.8% | 32,213 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 30,292 | $1.1M |
| Bullseye Investment Management, LLC | 0.68% | No change | 37,936 | $1.1M |
| Harvest Investment Services, LLC | 0.15% | Reduce -10.5% | 20,389 | $740K |
| Clear Creek Financial Management, LLC | 0.04% | Add +2.9% | 14,125 | $513K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 11,969 | $434K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.9% | 9,932 | $360K |
| &partners | 0.00% | Add +47.2% | 9,609 | $349K |
| Arkadios Wealth Advisors | 0.01% | Add +13.9% | 9,353 | $339K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.8% | 8,562 | $311K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,511 | $273K |
| DAVENPORT & Co LLC | 0.00% | New | 6,746 | $245K |
| RFG Advisory, LLC | 0.01% | New | 6,687 | $243K |
| Geneos Wealth Management Inc. | 0.00% | Add +51.3% | 4,884 | $177K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 4,600 | $167K |
| NFSG Corp | 0.02% | Reduce -8.7% | 3,180 | $115K |
| Harbour Investments, Inc. | 0.00% | No change | 1,832 | $66K |
| Advisory Services Network, LLC | 0.00% | New | 1,229 | $45K |
| IFP Advisors, Inc | 0.00% | New | 1,058 | $38K |
| AE Wealth Management LLC | 0.00% | No change | 730 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 504 | $18K |
| UBS Group AG | 0.00% | New | 44 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.