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

Foundations 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 		$509K Buy
12,175
+2,203
+22% +$84.6K 0.01% 773
2026
Q1 		$327K Sell
9,972
-450
-4% -$15.6K ﹤0.01% 873
2025
Q4 		$376K Buy
10,422
+490
+5% +$17.9K ﹤0.01% 812
2025
Q3 		$360K Buy
9,932
+897
+10% +$30.9K 0.01% 772
2025
Q2 		$304K Buy
+9,035
New +$272K ﹤0.01% 736

Other funds holding XPND

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Citadel Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Foundations Investment Advisors increased its First Trust Expanded Technology ETF (XPND) stake by 22% in Q2 2026, buying an estimated $84.6K and bringing the position to 12,175 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #773.

Foundations Investment Advisors first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • Foundations Investment Advisors held 12,175 shares of First Trust Expanded Technology ETF worth $509K as of Q2 2026.
  • Foundations Investment Advisors bought 2,203 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $84.6K.
  • First Trust Expanded Technology ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #773 holding.
  • Foundations Investment Advisors first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.