AE Wealth Management’s First Trust Expanded Technology ETF XPND Stock Holding History

AE Wealth Management’s Portfolio XPND Stock Details XPND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.5K	Hold	730	–	–	﹤0.01%	2183
2026 Q1	$24K	Hold	730	–	–	﹤0.01%	2113
2025 Q4	$26.4K	Hold	730	–	–	﹤0.01%	1978
2025 Q3	$26.5K	Hold	730	–	–	﹤0.01%	1843
2025 Q2	$24.6K	Sell	730 -1,245	-63%	-$37.4K	﹤0.01%	1724
2025 Q1	$55.8K	Buy	1,975 +1,245	+171%	+$38.1K	﹤0.01%	1568
2024 Q4	$22.2K	Buy	+730	New	+$22K	﹤0.01%	1714

Other funds holding XPND

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

AE Wealth Management's XPND Position: Q2 2026 in Review

AE Wealth Management held its First Trust Expanded Technology ETF (XPND) position steady in Q2 2026 at 730 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

AE Wealth Management first reported a position in XPND in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.8K in Q1 2025. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

AE Wealth Management held 730 shares of First Trust Expanded Technology ETF worth $30.5K as of Q2 2026.
AE Wealth Management left its First Trust Expanded Technology ETF share count unchanged in Q2 2026.
First Trust Expanded Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2183 holding.
AE Wealth Management first reported a position in First Trust Expanded Technology ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's First Trust Expanded Technology ETF position peaked at $55.8K in Q1 2025.
30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.