Bank of America
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Bank of America’s First Trust Expanded Technology ETF XPND Stock Holding History

Bank of America’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
-804
Closed -$24.4K – 8594
2024
Q4 		$24.4K Buy
+804
New +$24.2K ﹤0.01% 6807

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 $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
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 $144M AUM 19.98% 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

Bank of America's XPND Position: Q1 2025 in Review

Bank of America sold out of First Trust Expanded Technology ETF (XPND) in Q1 2025, closing a stake of 804 shares — an estimated $24.4K sold.

Bank of America first reported a position in XPND in Q4 2024 and held it in 1 quarter. The position peaked at $24.4K in Q4 2024. 14 funds tracked by Wall St. Rank hold XPND as of Q1 2025.

  • Bank of America reported no remaining First Trust Expanded Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 804 First Trust Expanded Technology ETF shares in Q1 2025, an estimated $24.4K.
  • Bank of America first reported a position in First Trust Expanded Technology ETF in Q4 2024 and held it in 1 quarter.
  • Bank of America's First Trust Expanded Technology ETF position peaked at $24.4K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.