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Arkadios Wealth Advisors’s First Trust Expanded Technology ETF XPND Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$322K Buy
9,818
+97
+1% +$3.36K 0.01% 1326
2025
Q4 		$351K Buy
9,721
+368
+4% +$13.5K 0.01% 1176
2025
Q3 		$339K Buy
9,353
+1,144
+14% +$39.4K 0.01% 1108
2025
Q2 		$276K Buy
+8,209
New +$247K 0.01% 1086

Other funds holding XPND

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $43.3B AUM 29.3% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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 $1.56B AUM 31.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's XPND Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its First Trust Expanded Technology ETF (XPND) stake by 1% in Q1 2026, buying an estimated $3.36K and bringing the position to 9,818 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1326.

Arkadios Wealth Advisors first reported a position in XPND in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

  • Arkadios Wealth Advisors held 9,818 shares of First Trust Expanded Technology ETF worth $322K as of Q1 2026.
  • Arkadios Wealth Advisors bought 97 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $3.36K.
  • First Trust Expanded Technology ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1326 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's First Trust Expanded Technology ETF position peaked at $351K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.