AFG
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Atomi Financial Group’s First Trust Expanded Technology ETF XPND Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-18,522
Closed -$563K – 1131
2024
Q4 		$563K Sell
18,522
-45
-0.2% -$1.35K 0.03% 436
2024
Q3 		$534K Buy
+18,567
New +$513K 0.03% 428

Other funds holding XPND

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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Atomi Financial Group's XPND Position: Q1 2025 in Review

Atomi Financial Group sold out of First Trust Expanded Technology ETF (XPND) in Q1 2025, closing a stake of 18,522 shares — an estimated $563K sold.

Atomi Financial Group first reported a position in XPND in Q3 2024 and held it in 2 quarters. The position peaked at $563K in Q4 2024. 14 funds tracked by Wall St. Rank hold XPND as of Q1 2025.

  • Atomi Financial Group reported no remaining First Trust Expanded Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 18,522 First Trust Expanded Technology ETF shares in Q1 2025, an estimated $563K.
  • Atomi Financial Group first reported a position in First Trust Expanded Technology ETF in Q3 2024 and held it in 2 quarters.
  • Atomi Financial Group's First Trust Expanded Technology ETF position peaked at $563K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.