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 Q2	$413K	Buy	9,868 +50	+0.5%	+$1.92K	0.01%	1226
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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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 40.89% 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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM

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

Arkadios Wealth Advisors's XPND Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Expanded Technology ETF (XPND) stake by 0.51% in Q2 2026, buying an estimated $1.92K and bringing the position to 9,868 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1226.

Arkadios Wealth Advisors first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Arkadios Wealth Advisors held 9,868 shares of First Trust Expanded Technology ETF worth $413K as of Q2 2026.
Arkadios Wealth Advisors bought 50 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $1.92K.
First Trust Expanded Technology ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1226 holding.
Arkadios Wealth Advisors first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.