First Trust Expanded TechXPNDETF
13F holders, Q1 2026 (March 31)26holders −1
5new positions
6sold out
1famous investor
$32.83avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding First Trust Expanded Tech (XPND) in their 13F filings, down 1 from Q4 2025. 5 opened new positions and 6 sold out. The largest holders were Ferguson Shapiro LLC ($17.4M), Integrated Wealth Concepts LLC ($6.0M) and Osaic Holdings, Inc. ($2.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.5M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 261,038 shares bought and 81,848 shares sold, net +179,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Ferguson Shapiro LLC | 5.31% | Add +12.0% | 530,624 | $17.4M |
| Integrated Wealth Concepts LLC | 0.05% | New | 184,177 | $6.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 84,456 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 36,492 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 36,052 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -4.6% | 29,722 | $976K |
| Harvest Investment Services, LLC | 0.12% | Add +2.4% | 20,721 | $680K |
| Bullseye Investment Management, LLC | 0.32% | Reduce -51.4% | 18,115 | $595K |
| Citadel Advisors | 0.00% | Reduce -5.1% | 15,476 | $508K |
| Clear Creek Financial Management, LLC | 0.04% | Add +7.8% | 15,225 | $500K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 13,144 | $431K |
| LPL Financial LLC | 0.00% | New | 10,912 | $358K |
| &partners | 0.00% | Add +6.7% | 10,841 | $356K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.9% | 10,579 | $347K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -4.3% | 9,972 | $327K |
| Arkadios Wealth Advisors | 0.01% | Add +1.0% | 9,818 | $322K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.8% | 8,063 | $265K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.7% | 5,064 | $166K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -8.7% | 4,200 | $138K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,866 | $95K |
| Private Trust Co. NA | 0.01% | New | 1,900 | $62K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 1,832 | $60K |
| Advisory Services Network, LLC | 0.00% | New | 1,166 | $38K |
| IFP Advisors, Inc | 0.00% | No change | 1,058 | $35K |
| AE Wealth Management LLC | 0.00% | No change | 730 | $24K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 260 | $9K |
"% of holder's portfolio" is XPND's weight in each manager's 13F, not the share of First Trust Expanded Tech the manager owns.