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First Trust Expanded Technology ETF (XPND) Institutional Ownership

First Trust Expanded Technology ETF logo
$36.64 -0.13 (-0.35%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Expanded Technology ETF (NYSEARCA:XPND)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$9.39M
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
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%
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%
10/19/2021Brouwer & Janachowski LLC695,669$14.17M2.5%+47.1%86.959%
8/17/2021Citadel 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, 22 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), Osaic Holdings Inc. ($3.37M), Harvest Investment Services LLC ($1.21M), Cambridge Investment Research Advisors Inc. ($981K), Nations Financial Group Inc. IA ADV ($963K), HighTower Advisors LLC ($850K), and SFI Advisors LLC ($839K).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 20 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 317,584 shares in the last 24 months. This purchase volume represents approximately $9.39M 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 10/16/2025 by MarketBeat.com Staff
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