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First Trust Expanded Technology ETF (XPND) Institutional Ownership

First Trust Expanded Technology ETF logo
$39.58 0.00 (0.00%)
As of 05/22/2026 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)
21
Total
Institutional Inflows
(last 12 months)
$22.74M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$653.78K
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XPND Institutional Buying and Selling by Quarter

First Trust Expanded Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Sanctuary Advisors LLC10,579$347K0.0%+8.9%1.058%
4/24/2026 Ferguson Shapiro LLC530,624$17.42M5.3%+12.0%53.062%
4/20/2026 Kestra Private Wealth Services LLC8,063$265K0.0%-5.8%0.806%
4/15/2026 Nations Financial Group Inc. IA ADV29,722$976K0.1%-4.6%1.981%
2/17/2026 Cetera Investment Advisers6,675$241K0.0%N/A0.445%
2/17/2026 Osaic Holdings Inc.89,996$3.25M0.0%-10.5%6.000%
2/17/2026 &PARTNERS10,159$367K0.0%+5.7%0.677%
2/13/2026 Kestra Advisory Services LLC4,069$147K0.0%N/A0.271%
2/13/2026 Arkadios Wealth Advisors9,721$351K0.0%+3.9%0.648%
2/10/2026 Foundations Investment Advisors LLC10,422$376K0.0%+4.9%0.695%
2/6/2026 HighTower Advisors LLC35,861$1.30M0.0%+18.4%2.391%
2/3/2026 International Assets Investment Management LLC2,866$103K0.0%N/A0.191%
1/29/2026 Sanctuary Advisors LLC9,710$351K0.0%+29.3%0.647%
1/26/2026 Ferguson Shapiro LLC473,662$17.10M5.3%N/A31.577%
1/26/2026 Nations Financial Group Inc. IA ADV31,156$1.13M0.1%-3.3%2.077%
1/12/2026 DAVENPORT & Co LLC6,273$226K0.0%-7.0%0.418%
12/2/2025 IFP Advisors Inc1,058$38K0.0%N/A0.106%
11/18/2025 Advisory Services Network LLC1,229$45K0.0%N/A0.123%
11/17/2025 Harvest Investment Services LLC20,389$740K0.1%-10.5%2.039%
11/17/2025 Kestra Private Wealth Services LLC8,562$311K0.0%+6.8%0.856%
11/17/2025 Integrated Wealth Concepts LLC154,647$5.61M0.1%+9.5%15.465%
11/14/2025 Newbridge Financial Services Group Inc.3,180$115K0.0%-8.7%0.318%
11/10/2025 Clear Creek Financial Management LLC14,125$513K0.0%+2.9%1.413%
11/6/2025 RFG Advisory LLC6,687$243K0.0%N/A0.669%
11/5/2025 Envestnet Asset Management Inc.11,969$434K0.0%+26.1%1.197%
11/3/2025 Foundations Investment Advisors LLC9,932$360K0.0%+9.9%0.993%
10/29/2025 Arkadios Wealth Advisors9,353$339K0.0%+13.9%0.935%
10/22/2025 Geneos Wealth Management Inc.4,884$177K0.0%+51.3%0.488%
10/15/2025 DAVENPORT & Co LLC6,746$245K0.0%N/A0.710%
9/4/2025 Osaic Holdings Inc.100,095$3.37M0.0%+1.5%11.776%
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%
5/21/2025Geneos Wealth Management Inc.3,654$103K0.0%-31.9%0.457%
5/16/2025Integrated Wealth Concepts LLC151,562$4.28M0.0%N/A18.945%
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5/13/2025Nations Financial Group Inc. IA ADV34,096$963K0.1%N/A4.262%
5/13/2025HighTower Advisors LLC30,110$850K0.0%+13.7%3.764%
5/6/2025AE Wealth Management LLC1,975$56K0.0%+170.5%0.247%
5/2/2025Boyce & Associates Wealth Consulting Inc.17,447$493K0.5%+14.8%2.181%
4/22/2025Cambridge Investment Research Advisors Inc.34,748$981K0.0%+3.6%4.343%
2/17/2025Citadel Advisors LLC14,833$451K0.0%-35.8%2.119%
2/14/2025Harvest Investment Services LLC39,830$1.21M0.3%+41.9%5.690%
2/12/2025Bullseye Investment Management LLC24,524$746K0.5%N/A3.503%
2/10/2025Harbour Investments Inc.1,832$56K0.0%N/A0.262%
2/7/2025HighTower Advisors LLC26,474$805K0.0%+6.9%3.782%
1/21/2025Geneos Wealth Management Inc.5,365$163K0.0%-12.0%0.766%
1/13/2025Boyce & Associates Wealth Consulting Inc.15,204$462K0.5%+45.2%2.172%
11/15/2024HighTower Advisors LLC24,769$711K0.0%N/A3.538%
10/8/2024Boyce & Associates Wealth Consulting Inc.10,468$301K0.3%+14.2%1.495%
10/8/2024Atomi Financial Group Inc.18,567$534K0.0%N/A2.652%
5/4/2024Geneos Wealth Management Inc.7,692$204K0.0%N/A1.099%
1/30/2024SFI Advisors LLC35,712$839K0.7%-60.9%11.904%
1/24/2024International Assets Investment Management LLC4,698$110K0.0%N/A1.566%
10/30/2023SFI Advisors LLC91,371$1.87M1.8%-3.0%30.457%
10/24/2023Cambridge Investment Research Advisors Inc.28,511$583K0.0%+150.1%9.504%
8/18/2023SFI Advisors LLC94,231$1.97M1.9%-61.3%31.410%
7/13/2023Cambridge Investment Research Advisors Inc.11,399$239K0.0%N/A3.800%
10/20/2022Hazlett Burt & Watson Inc.4,600$69K0.1%N/A0.460%
8/10/2022Cerity Partners LLC785,970$12.57M0.1%N/A82.734%


XPND Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of First Trust Expanded Technology ETF. The most heavily invested institutionals were Ferguson Shapiro LLC ($17.42M), Integrated Wealth Concepts LLC ($5.61M), Osaic Holdings Inc. ($3.25M), HighTower Advisors LLC ($1.30M), Cambridge Investment Research Advisors Inc. ($981K), Nations Financial Group Inc. IA ADV ($976K), and Bullseye Investment Management LLC ($746K).Learn more on First Trust Expanded Technology ETF's institutional investors.

Of the 29 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: Ferguson Shapiro LLC ($530.62K), Integrated Wealth Concepts LLC ($164.94K), HighTower Advisors LLC ($35.68K), Nations Financial Group Inc. IA ADV ($34.10K), Bullseye Investment Management LLC ($24.52K), Atomi Financial Group Inc. ($18.57K), and Clear Creek Financial Management LLC ($14.13K).

Institutional investors have bought a total of 638,016 shares in the last 24 months. This purchase volume represents approximately $22.74M in transactions.

The following institutional investors have sold First Trust Expanded Technology ETF stock in the last 24 months: Osaic Holdings Inc. ($10.55K), Nations Financial Group Inc. IA ADV ($2.49K), Harvest Investment Services LLC ($2.40K), AE Wealth Management LLC ($1.25K), Kestra Private Wealth Services LLC ($499.00), DAVENPORT & Co LLC ($473.00), and Geneos Wealth Management Inc. ($426.00).

Institutional investors have sold a total of 18,383 shares in the last 24 months. This volume of shares sold represents approximately $653.78K in transactions.


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This page (NYSEARCA:XPND) was last updated on 5/26/2026 by MarketBeat.com Staff.
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