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 Q3	$168K	Hold	4,200	–	–	0.04%	282
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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Harvest Investment Services Oakbrook Terrace, Illinois $584M AUM 57.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Hazlett, Burt & Watson's XPND Position: Q3 2026 in Review

Hazlett, Burt & Watson held its First Trust Expanded Technology ETF (XPND) position steady in Q3 2026 at 4,200 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #282.

Hazlett, Burt & Watson first reported a position in XPND in Q3 2022 and has held it in 17 quarters since. The position peaked at $176K in Q2 2026. 18 funds tracked by Wall St. Rank hold XPND as of Q3 2026.

Hazlett, Burt & Watson held 4,200 shares of First Trust Expanded Technology ETF worth $168K as of Q3 2026.
Hazlett, Burt & Watson left its First Trust Expanded Technology ETF share count unchanged in Q3 2026.
First Trust Expanded Technology ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #282 holding.
Hazlett, Burt & Watson first reported a position in First Trust Expanded Technology ETF in Q3 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's First Trust Expanded Technology ETF position peaked at $176K in Q2 2026.
18 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.