Colonial Trust Advisors’s First Trust Expanded Technology ETF XPND Stock Holding History

Colonial Trust 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 Q2	$23.5K	Buy	+562	New	+$21.6K	﹤0.01%	459

Other funds holding XPND

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Colonial Trust Advisors's XPND Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in First Trust Expanded Technology ETF (XPND) in Q2 2026: 562 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Colonial Trust Advisors held 562 shares of First Trust Expanded Technology ETF worth $23.5K as of Q2 2026.
First Trust Expanded Technology ETF was a new Colonial Trust Advisors position in Q2 2026.
First Trust Expanded Technology ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #459 holding.
30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.