Cerity Partners’s First Trust Expanded Technology ETF XPND Stock Holding History

Cerity Partners’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
2023 Q1	–	Sell	-662,832	Closed	-$10.7M	–	1897
2022 Q4	$10.7M	Buy	+662,832	New	+$10.7M	0.07%	253
2022 Q3	–	Sell	-785,970	Closed	-$12.6M	–	1274
2022 Q2	$12.6M	Buy	+785,970	New	+$13.8M	0.14%	143
2022 Q1	–	Sell	-749,735	Closed	-$17.2M	–	1130
2021 Q4	$17.2M	Buy	+749,735	New	+$16.6M	0.26%	76

Other funds holding XPND

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $320M AUM 24.67% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cerity Partners's XPND Position: Q1 2023 in Review

Cerity Partners sold out of First Trust Expanded Technology ETF (XPND) in Q1 2023, closing a stake of 662,832 shares — an estimated $10.7M sold.

Cerity Partners first reported a position in XPND in Q4 2021 and held it in 3 quarters. The position peaked at $17.2M in Q4 2021. 7 funds tracked by Wall St. Rank hold XPND as of Q1 2023.

Cerity Partners reported no remaining First Trust Expanded Technology ETF position as of Q1 2023 after selling out during the quarter.
Cerity Partners sold 662,832 First Trust Expanded Technology ETF shares in Q1 2023, an estimated $10.7M.
Cerity Partners first reported a position in First Trust Expanded Technology ETF in Q4 2021 and held it in 3 quarters.
Cerity Partners's First Trust Expanded Technology ETF position peaked at $17.2M in Q4 2021.
7 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.