Envestnet Asset Management
XPND icon

Envestnet Asset Management’s First Trust Expanded Technology ETF XPND Stock Holding History

Envestnet Asset Management’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 		$561K Buy
13,407
+263
+2% +$10.1K ﹤0.01% 3993
2026
Q1 		$431K Buy
13,144
+682
+5% +$23.6K ﹤0.01% 4032
2025
Q4 		$450K Buy
12,462
+493
+4% +$18K ﹤0.01% 3768
2025
Q3 		$434K Buy
11,969
+2,478
+26% +$85.3K ﹤0.01% 3862
2025
Q2 		$320K Buy
+9,491
New +$285K ﹤0.01% 3990

Other funds holding XPND

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's XPND Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Expanded Technology ETF (XPND) stake by 2% in Q2 2026, buying an estimated $10.1K and bringing the position to 13,407 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Envestnet Asset Management first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • Envestnet Asset Management held 13,407 shares of First Trust Expanded Technology ETF worth $561K as of Q2 2026.
  • Envestnet Asset Management bought 263 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $10.1K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3993 holding.
  • Envestnet Asset Management first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.