Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Expanded Technology ETF XPND Stock Holding History

Cambridge Investment Research 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 		$1.18M Buy
36,052
+933
+3% +$32.3K ﹤0.01% 2013
2025
Q4 		$1.27M Sell
35,119
-9
-0% -$329 ﹤0.01% 1915
2025
Q3 		$1.27M Buy
35,128
+258
+0.7% +$8.88K ﹤0.01% 1862
2025
Q2 		$1.17M Buy
34,870
+122
+0.4% +$3.67K ﹤0.01% 1826
2025
Q1 		$981K Buy
34,748
+1,212
+4% +$37K ﹤0.01% 1880
2024
Q4 		$1.02M Buy
33,536
+836
+3% +$25.2K ﹤0.01% 1861
2024
Q3 		$940K Sell
32,700
-602
-2% -$16.6K ﹤0.01% 1895
2024
Q2 		$937K Buy
33,302
+3,929
+13% +$104K ﹤0.01% 1822
2024
Q1 		$780K Sell
29,373
-659
-2% -$16.7K ﹤0.01% 1903
2023
Q4 		$706K Buy
30,032
+1,521
+5% +$33.1K ﹤0.01% 1899
2023
Q3 		$583K Buy
28,511
+17,112
+150% +$361K ﹤0.01% 1958
2023
Q2 		$239K Buy
+11,399
New +$216K ﹤0.01% 2727

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
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 $1.3B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's XPND Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Expanded Technology ETF (XPND) stake by 2.7% in Q1 2026, buying an estimated $32.3K and bringing the position to 36,052 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Cambridge Investment Research Advisors first reported a position in XPND in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q3 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

  • Cambridge Investment Research Advisors held 36,052 shares of First Trust Expanded Technology ETF worth $1.18M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 933 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $32.3K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2013 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Expanded Technology ETF in Q2 2023 and has held it in 12 quarters since.
  • Cambridge Investment Research Advisors's First Trust Expanded Technology ETF position peaked at $1.27M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.