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%	3997
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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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 40.89% 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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 #3997.

Envestnet Asset Management first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 31 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 #3997 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.
31 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.