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First Trust Expanded Technology ETF (XPND) Institutional Ownership

First Trust Expanded Technology ETF logo
$39.66 -1.06 (-2.59%)
As of 01:38 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)
$22.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.46M
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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
9/23/2026Envestnet Asset Management Inc.13,407$561K0.0%+2.0%1.341%
9/11/2026Bullseye Investment Management LLC18,128$759K0.4%N/A1.813%
9/9/2026Integrated Wealth Concepts LLC163,627$6.85M0.0%-11.2%16.363%
9/2/2026Citadel Advisors LLC23,441$981K0.0%+51.5%2.344%
8/22/2026Concurrent Investment Advisors LLC5,854$245K0.0%N/A0.585%
5/5/2026Sanctuary Advisors LLC10,579$347K0.0%+8.9%1.058%
4/24/2026Ferguson Shapiro LLC530,624$17.42M5.3%+12.0%53.062%
4/20/2026Kestra Private Wealth Services LLC8,063$265K0.0%-5.8%0.806%
4/15/2026Nations Financial Group Inc. IA ADV29,722$976K0.1%-4.6%1.981%
2/17/2026Cetera Investment Advisers6,675$241K0.0%N/A0.445%
2/17/2026Osaic Holdings Inc.89,996$3.25M0.0%-10.5%6.000%
2/17/2026&PARTNERS10,159$367K0.0%+5.7%0.677%
2/13/2026Kestra Advisory Services LLC4,069$147K0.0%N/A0.271%
2/13/2026Arkadios Wealth Advisors9,721$351K0.0%+3.9%0.648%
2/10/2026Foundations Investment Advisors LLC10,422$376K0.0%+4.9%0.695%
2/6/2026HighTower Advisors LLC35,861$1.30M0.0%+18.4%2.391%
2/3/2026International Assets Investment Management LLC2,866$103K0.0%N/A0.191%
1/29/2026Sanctuary Advisors LLC9,710$351K0.0%+29.3%0.647%
1/26/2026Ferguson Shapiro LLC473,662$17.10M5.3%N/A31.577%
1/26/2026Nations Financial Group Inc. IA ADV31,156$1.13M0.1%-3.3%2.077%
1/12/2026DAVENPORT & Co LLC6,273$226K0.0%-7.0%0.418%
12/2/2025IFP Advisors Inc1,058$38K0.0%N/A0.106%
11/18/2025Advisory Services Network LLC1,229$45K0.0%N/A0.123%
11/17/2025Harvest Investment Services LLC20,389$740K0.1%-10.5%2.039%
11/17/2025Kestra Private Wealth Services LLC8,562$311K0.0%+6.8%0.856%
11/17/2025Integrated Wealth Concepts LLC154,647$5.61M0.1%+9.5%15.465%
11/14/2025Newbridge Financial Services Group Inc.3,180$115K0.0%-8.7%0.318%
11/10/2025Clear Creek Financial Management LLC14,125$513K0.0%+2.9%1.413%
11/6/2025RFG Advisory LLC6,687$243K0.0%N/A0.669%
11/5/2025Envestnet Asset Management Inc.11,969$434K0.0%+26.1%1.197%
11/3/2025Foundations Investment Advisors LLC9,932$360K0.0%+9.9%0.993%
10/29/2025Arkadios Wealth Advisors9,353$339K0.0%+13.9%0.935%
10/22/2025Geneos Wealth Management Inc.4,884$177K0.0%+51.3%0.488%
10/15/2025DAVENPORT & Co LLC6,746$245K0.0%N/A0.710%
9/4/2025Osaic Holdings Inc.100,095$3.37M0.0%+1.5%11.776%
8/19/2025Newbridge Financial Services Group Inc.3,482$117K0.0%N/A0.410%
8/18/2025Geneos Wealth Management Inc.3,228$109K0.0%-11.7%0.380%
8/14/2025Raymond James Financial Inc.2,111$71K0.0%N/A0.248%
8/8/2025Foundations Investment Advisors LLC9,035$304K0.0%N/A1.063%
8/6/2025AE Wealth Management LLC730$25K0.0%-63.0%0.086%
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8/4/2025Arkadios Wealth Advisors8,209$276K0.0%N/A0.966%
8/1/2025Envestnet Asset Management Inc.9,491$320K0.0%N/A1.117%
7/23/2025Clear 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%
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 ($6.85M), Osaic Holdings Inc. ($3.25M), HighTower Advisors LLC ($1.30M), Citadel Advisors LLC ($981K), Cambridge Investment Research Advisors Inc. ($981K), and Nations Financial Group Inc. IA ADV ($976K).Learn more on First Trust Expanded Technology ETF's institutional investors.

Of the 30 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), Bullseye Investment Management LLC ($42.65K), HighTower Advisors LLC ($35.68K), Nations Financial Group Inc. IA ADV ($34.10K), Clear Creek Financial Management LLC ($14.13K), and Envestnet Asset Management Inc. ($12.23K).

Institutional investors have bought a total of 622,710 shares in the last 24 months. This purchase volume represents approximately $22.48M in transactions.

The following institutional investors have sold First Trust Expanded Technology ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($20.55K), Osaic Holdings Inc. ($10.55K), Nations Financial Group Inc. IA ADV ($2.49K), Harvest Investment Services LLC ($2.40K), Kestra Private Wealth Services LLC ($499.00), DAVENPORT & Co LLC ($473.00), and Newbridge Financial Services Group Inc. ($302.00).

Institutional investors have sold a total of 37,262 shares in the last 24 months. This volume of shares sold represents approximately $1.46M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XPND is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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