XPND institutional holders

First Trust Expanded Technology ETF · 31 reporting institutions · $22.4M reported value

Funds that can replace XPND · XPND return decomposition

Institutional holdings

Institutions reporting XPND, largest first
InstitutionReported positionAdvisors at firmReport period
Integrated Wealth Concepts LLC$6.8M4802026-06-30
Osaic Holdings, Inc.$3.6M02026-06-30
Hightower Advisors, LLC$1.7M1,0462026-06-30
Nations Financial Group Inc, /ia/ /adv$1.2M02026-06-30
Bullseye Investment Management, LLC$1.1M42025-09-30
Citadel Advisors LLC$980.8K02026-06-30
Harvest Investment Services, LLC$877.9K272026-06-30
Clear Creek Financial Management, LLC$823.7K442026-06-30
Lpl Financial LLC$720.8K23,4582026-06-30
Sanctuary Advisors, LLC$605.8K4012026-06-30
Goldman Sachs Group Inc$578.6K02026-06-30
Envestnet Pmc$561K602026-06-30
Foundations Investment Advisors, LLC$509.4K3022026-06-30
&partners$447.4K5552026-06-30
Arkadios Wealth Advisors$412.9K2262026-06-30
Kestra Private Wealth Services, LLC$349.9K2062026-06-30
Concurrent Investment Advisors, LLC$245K3492026-06-30
Cetera Investment Advisers$216.5K10,3702026-06-30
Geneos Wealth Management, Inc.$204.7K1932026-06-30
International Assets Investment Management, LLC$117.5K1222026-06-30
Private Trust Co NA$79.5K02026-06-30
Harbour Investments, Inc.$76.7K2472026-06-30
Ifp Advisors, Inc$44.3K3182026-06-30
Ae Wealth Management LLC$30.5K4712026-06-30
Colonial Trust Advisors$23.5K152026-06-30
Ashton Thomas Private Wealth, LLC$10.9K962026-06-30
UBS Group AG$6.3K02026-06-30
Wells Fargo & Company/mn$5.2K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.2K3,9402026-03-31
Hazlett, Burt & Watson, Inc.$176202026-06-30
Morgan Stanley$6723,1852026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30