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First Trust Expanded Technology ETF (XPND) Institutional Ownership

First Trust Expanded Technology ETF logo
$34.52 +0.35 (+1.02%)
Closing price 08/28/2025 04:10 PM Eastern
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$34.54 +0.02 (+0.06%)
As of 08/28/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Expanded Technology ETF (NYSEARCA:XPND)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$9.67M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$378.62K
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XPND Institutional Buying and Selling by Quarter

First Trust Expanded Technology ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.3,482$117K0.0%N/A0.410%
8/18/2025 Geneos Wealth Management Inc.3,228$109K0.0%-11.7%0.380%
8/14/2025 Raymond James Financial Inc.2,111$71K0.0%N/A0.248%
8/8/2025 Foundations Investment Advisors LLC9,035$304K0.0%N/A1.063%
8/6/2025 AE Wealth Management LLC730$25K0.0%-63.0%0.086%
8/4/2025 Arkadios Wealth Advisors8,209$276K0.0%N/A0.966%
8/1/2025 Envestnet Asset Management Inc.9,491$320K0.0%N/A1.117%
7/23/2025 Clear Creek Financial Management LLC13,725$462K0.0%N/A1.615%
5/21/2025 Geneos Wealth Management Inc.3,654$103K0.0%-31.9%0.457%
5/16/2025 Integrated Wealth Concepts LLC151,562$4.28M0.0%N/A18.945%
5/13/2025 Nations Financial Group Inc. IA ADV34,096$963K0.1%N/A4.262%
5/13/2025 HighTower Advisors LLC30,110$850K0.0%+13.7%3.764%
5/6/2025 AE Wealth Management LLC1,975$56K0.0%+170.5%0.247%
5/2/2025 Boyce & Associates Wealth Consulting Inc.17,447$493K0.5%+14.8%2.181%
4/22/2025 Cambridge Investment Research Advisors Inc.34,748$981K0.0%+3.6%4.343%
2/17/2025 Citadel Advisors LLC14,833$451K0.0%-35.8%2.119%
2/14/2025 Harvest Investment Services LLC39,830$1.21M0.3%+41.9%5.690%
2/12/2025 Bullseye Investment Management LLC24,524$746K0.5%N/A3.503%
2/10/2025 Harbour Investments Inc.1,832$56K0.0%N/A0.262%
2/7/2025 HighTower Advisors LLC26,474$805K0.0%+6.9%3.782%
1/21/2025 Geneos Wealth Management Inc.5,365$163K0.0%-12.0%0.766%
1/13/2025 Boyce & Associates Wealth Consulting Inc.15,204$462K0.5%+45.2%2.172%
11/15/2024 HighTower Advisors LLC24,769$711K0.0%N/A3.538%
10/8/2024 Boyce & Associates Wealth Consulting Inc.10,468$301K0.3%+14.2%1.495%
10/8/2024 Atomi Financial Group Inc.18,567$534K0.0%N/A2.652%
5/4/2024 Geneos Wealth Management Inc.7,692$204K0.0%N/A1.099%
1/30/2024 SFI Advisors LLC35,712$839K0.7%-60.9%11.904%
1/24/2024 International Assets Investment Management LLC4,698$110K0.0%N/A1.566%
10/30/2023 SFI Advisors LLC91,371$1.87M1.8%-3.0%30.457%
10/24/2023 Cambridge Investment Research Advisors Inc.28,511$583K0.0%+150.1%9.504%
8/18/2023 SFI Advisors LLC94,231$1.97M1.9%-61.3%31.410%
7/13/2023 Cambridge Investment Research Advisors Inc.11,399$239K0.0%N/A3.800%
10/20/2022 Hazlett Burt & Watson Inc.4,600$69K0.1%N/A0.460%
8/10/2022 Cerity Partners LLC785,970$12.57M0.1%N/A82.734%
10/19/2021Brouwer & Janachowski LLC695,669$14.17M2.5%+47.1%86.959%
8/17/2021 Citadel Advisors LLC66,591$1.39M0.0%N/A8.879%
(Data available from 1/1/2016 forward)

XPND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XPND shares?

During the previous two years, 20 institutional investors and hedge funds held shares of First Trust Expanded Technology ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($4.28M), Harvest Investment Services LLC ($1.21M), Cambridge Investment Research Advisors Inc. ($981K), Nations Financial Group Inc. IA ADV ($963K), HighTower Advisors LLC ($850K), SFI Advisors LLC ($839K), and Bullseye Investment Management LLC ($746K).Learn more on First Trust Expanded Technology ETF's institutional investors.

Which institutional investors have been buying First Trust Expanded Technology ETF's stock?

Of the 18 institutional investors that purchased First Trust Expanded Technology ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Wealth Concepts LLC ($151.56K), Nations Financial Group Inc. IA ADV ($34.10K), HighTower Advisors LLC ($30.11K), Bullseye Investment Management LLC ($24.52K), Atomi Financial Group Inc. ($18.57K), Cambridge Investment Research Advisors Inc. ($18.32K), and Clear Creek Financial Management LLC ($13.73K).

How much institutional buying is happening at First Trust Expanded Technology ETF?

Institutional investors have bought a total of 329,245 shares in the last 24 months. This purchase volume represents approximately $9.67M in transactions.

Which of First Trust Expanded Technology ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Expanded Technology ETF stock in the last 24 months: Citadel Advisors LLC ($8.28K), Geneos Wealth Management Inc. ($2.87K), and AE Wealth Management LLC ($1.25K).

How much institutional selling is happening at First Trust Expanded Technology ETF?

Institutional investors have sold a total of 12,393 shares in the last 24 months. This volume of shares sold represents approximately $378.62K in transactions.



This page (NYSEARCA:XPND) was last updated on 8/29/2025 by MarketBeat.com Staff
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