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

Concurrent Investment 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 		$245K Buy
+5,854
New +$225K ﹤0.01% 1816

Other funds holding XPND

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Concurrent Investment Advisors's XPND Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Expanded Technology ETF (XPND) in Q2 2026: 5,854 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings.

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

  • Concurrent Investment Advisors held 5,854 shares of First Trust Expanded Technology ETF worth $245K as of Q2 2026.
  • First Trust Expanded Technology ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • First Trust Expanded Technology ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1816 holding.
  • 5 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.