HIS
XPND icon

Harvest Investment Services’s First Trust Expanded Technology ETF XPND Stock Holding History

Harvest Investment Services’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
Q1 		$680K Buy
20,721
+487
+2% +$16.9K 0.12% 165
2025
Q4 		$731K Sell
20,234
-155
-0.8% -$5.67K 0.14% 151
2025
Q3 		$740K Sell
20,389
-2,401
-11% -$82.7K 0.15% 153
2025
Q2 		$768K Sell
22,790
-850
-4% -$25.5K 0.17% 141
2025
Q1 		$667K Sell
23,640
-16,190
-41% -$495K 0.19% 128
2024
Q4 		$1.21M Buy
39,830
+11,762
+42% +$354K 0.3% 89
2024
Q3 		$807K Buy
+28,068
New +$776K 0.26% 103

Other funds holding XPND

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return