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First Trust Expanded Technology ETF (XPND) Institutional Ownership

First Trust Expanded Technology ETF logo
$30.11 +0.01 (+0.03%)
(As of 11/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.60M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.31M
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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
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, the following institutional investors and hedge funds held shares of First Trust Expanded Technology ETF shares: SFI Advisors LLC ($839K), HighTower Advisors LLC ($711K), Cambridge Investment Research Advisors Inc. ($583K), Atomi Financial Group Inc. ($534K), Boyce & Associates Wealth Consulting Inc. ($301K), and Geneos Wealth Management Inc. ($204K), and International Assets Investment Management LLC ($110K).Learn more on XPND's institutional investors.

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

The following institutional investors have purchased First Trust Expanded Technology ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($28.51K), HighTower Advisors LLC ($24.77K), Atomi Financial Group Inc. ($18.57K), Geneos Wealth Management Inc. ($7.69K), International Assets Investment Management LLC ($4.70K), and Boyce & Associates Wealth Consulting Inc. ($1.30K).

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

Institutional investors have bought a total of 85,540 shares in the last 24 months. This purchase volume represents approximately $2.19M in transactions.

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

The following institutional investors have sold First Trust Expanded Technology ETF stock in the last 24 months: SFI Advisors LLC ($207.78K).

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

Institutional investors have sold a total of 207,784 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.



This page (NYSEARCA:XPND) was last updated on 11/21/2024 by MarketBeat.com Staff
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