Hazlett, Burt & Watson’s First Trust Expanded Technology ETF XPND Stock Holding History

Hazlett, Burt & Watson’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	$176K	Hold	4,200	–	–	0.05%	290
2026 Q1	$138K	Sell	4,200 -400	-9%	-$13.9K	0.04%	297
2025 Q4	$166K	Hold	4,600	–	–	0.05%	278
2025 Q3	$167K	Hold	4,600	–	–	0.06%	252
2025 Q2	$155K	Hold	4,600	–	–	0.06%	232
2025 Q1	$130K	Hold	4,600	–	–	0.06%	241
2024 Q4	$140K	Hold	4,600	–	–	0.06%	243
2024 Q3	$132K	Hold	4,600	–	–	0.06%	248
2024 Q2	$129K	Hold	4,600	–	–	0.07%	241
2024 Q1	$122K	Hold	4,600	–	–	0.07%	225
2023 Q4	$108K	Hold	4,600	–	–	0.07%	215
2023 Q3	$94K	Hold	4,600	–	–	0.07%	222
2023 Q2	$96K	Hold	4,600	–	–	0.07%	214
2023 Q1	$85K	Hold	4,600	–	–	0.07%	212
2022 Q4	$74K	Hold	4,600	–	–	0.07%	225
2022 Q3	$69K	Buy	+4,600	New	+$78.8K	0.07%	231

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hazlett, Burt & Watson's XPND Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust Expanded Technology ETF (XPND) position steady in Q2 2026 at 4,200 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #290.

Hazlett, Burt & Watson first reported a position in XPND in Q3 2022 and has held it in 16 quarters since. 31 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Hazlett, Burt & Watson held 4,200 shares of First Trust Expanded Technology ETF worth $176K as of Q2 2026.
Hazlett, Burt & Watson left its First Trust Expanded Technology ETF share count unchanged in Q2 2026.
First Trust Expanded Technology ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #290 holding.
Hazlett, Burt & Watson first reported a position in First Trust Expanded Technology ETF in Q3 2022 and has held it in 16 quarters since.
31 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.