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 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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hazlett, Burt & Watson's XPND Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its First Trust Expanded Technology ETF (XPND) stake by 8.7% in Q1 2026, selling an estimated $13.9K and leaving 4,200 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #297.

Hazlett, Burt & Watson first reported a position in XPND in Q3 2022 and has held it in 15 quarters since. The position peaked at $167K in Q3 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

Hazlett, Burt & Watson held 4,200 shares of First Trust Expanded Technology ETF worth $138K as of Q1 2026.
Hazlett, Burt & Watson sold 400 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $13.9K.
First Trust Expanded Technology ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #297 holding.
Hazlett, Burt & Watson first reported a position in First Trust Expanded Technology ETF in Q3 2022 and has held it in 15 quarters since.
Hazlett, Burt & Watson's First Trust Expanded Technology ETF position peaked at $167K in Q3 2025.
25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.