BJ
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Brouwer & Janachowski’s First Trust Expanded Technology ETF XPND Stock Holding History

Brouwer & Janachowski’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
2021
Q3 		$14.2M Buy
695,669
+222,767
+47% +$4.75M 2.47% 10
2021
Q2 		$9.84M Buy
+472,902
New +$9.6M 1.71% 10

Other funds holding XPND

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brouwer & Janachowski's XPND Position: Q3 2021 in Review

Brouwer & Janachowski increased its First Trust Expanded Technology ETF (XPND) stake by 47% in Q3 2021, buying an estimated $4.75M and bringing the position to 695,669 shares worth $14.2M. The position accounts for 2.47% of the portfolio, ranked #10.

Brouwer & Janachowski first reported a position in XPND in Q2 2021 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold XPND as of Q3 2021.

  • Brouwer & Janachowski held 695,669 shares of First Trust Expanded Technology ETF worth $14.2M as of Q3 2021.
  • Brouwer & Janachowski bought 222,767 First Trust Expanded Technology ETF shares in Q3 2021, an estimated $4.75M.
  • First Trust Expanded Technology ETF made up 2.47% of Brouwer & Janachowski's portfolio in Q3 2021, its #10 holding.
  • Brouwer & Janachowski first reported a position in First Trust Expanded Technology ETF in Q2 2021 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.