First Trust Expanded TechXPNDETF
13F holders, Q4 2025 (December 31)27holders +1
6new positions
5sold out
1famous investor
$36.11avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were Ferguson Shapiro LLC ($17.1M), Osaic Holdings, Inc. ($3.2M) and Bullseye Investment Management, LLC ($1.3M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $19.3M |
| Exits | 5 | $5.8M |
All 13F filers, Q3 2025 → Q4 2025: 543,250 shares bought and 172,678 shares sold, net +370,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Ferguson Shapiro LLC | 5.26% | New | 473,662 | $17.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 89,996 | $3.2M |
| Bullseye Investment Management, LLC | 0.70% | Reduce -1.7% | 37,282 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +18.4% | 35,861 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 35,119 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -3.3% | 31,156 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 30,000 | $1.1M |
| Harvest Investment Services, LLC | 0.14% | Reduce -0.8% | 20,234 | $731K |
| Citadel Advisors | 0.00% | New | 16,308 | $589K |
| Clear Creek Financial Management, LLC | 0.04% | No change | 14,125 | $510K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 12,462 | $450K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.9% | 10,422 | $376K |
| &partners | 0.00% | Add +5.7% | 10,159 | $367K |
| Arkadios Wealth Advisors | 0.01% | Add +3.9% | 9,721 | $351K |
| Sanctuary Advisors, LLC | 0.00% | Add +29.3% | 9,710 | $351K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 8,562 | $309K |
| Cetera Investment Advisers | 0.00% | New | 6,675 | $241K |
| RFG Advisory, LLC | 0.00% | Reduce -2.7% | 6,507 | $235K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.0% | 6,273 | $226K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,884 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 4,600 | $166K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,069 | $147K |
| International Assets Investment Management, LLC | 0.01% | New | 2,866 | $103K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,833 | $66K |
| IFP Advisors, Inc | 0.00% | No change | 1,058 | $38K |
| AE Wealth Management LLC | 0.00% | No change | 730 | $26K |
| Morgan Stanley | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.