AAS
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Ameritas Advisory Services’s First Trust Expanded Technology ETF XPND Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-504
Closed -$18.3K – 2137
2025
Q3 		$18.3K Hold
504
– – ﹤0.01% 1468
2025
Q2 		$17K Buy
+504
New +$15.1K ﹤0.01% 1807
2023
Q2 		– Sell
-504
Closed -$9.27K – 2561
2023
Q1 		$9.27K Buy
+504
New +$8.77K ﹤0.01% 1920

Other funds holding XPND

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameritas Advisory Services's XPND Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Expanded Technology ETF (XPND) in Q4 2025, closing a stake of 504 shares — an estimated $18.3K sold.

Ameritas Advisory Services first reported a position in XPND in Q1 2023 and held it in 3 quarters. The position peaked at $18.3K in Q3 2025. 26 funds tracked by Wall St. Rank hold XPND as of Q4 2025.

  • Ameritas Advisory Services reported no remaining First Trust Expanded Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 504 First Trust Expanded Technology ETF shares in Q4 2025, an estimated $18.3K.
  • Ameritas Advisory Services first reported a position in First Trust Expanded Technology ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's First Trust Expanded Technology ETF position peaked at $18.3K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.