Integrated Wealth Concepts’s First Trust Expanded Technology ETF XPND Stock Holding History

Integrated Wealth Concepts’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	$6.85M	Sell	163,627 -20,550	-11%	-$789K	0.03%	477
2026 Q1	$6.05M	Buy	+184,177	New	+$6.38M	0.05%	366
2025 Q4	–	Sell	-154,647	Closed	-$5.61M	–	2053
2025 Q3	$5.61M	Buy	154,647 +13,381	+9%	+$461K	0.05%	344
2025 Q2	$4.76M	Sell	141,266 -10,296	-7%	-$309K	0.05%	346
2025 Q1	$4.28M	Buy	+151,562	New	+$4.63M	0.05%	355

Other funds holding XPND

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 40.91% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's XPND Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Trust Expanded Technology ETF (XPND) stake by 11% in Q2 2026, selling an estimated $789K and leaving 163,627 shares worth $6.85M. The position accounts for 0.03% of the portfolio, ranked #477.

Integrated Wealth Concepts first reported a position in XPND in Q1 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Integrated Wealth Concepts held 163,627 shares of First Trust Expanded Technology ETF worth $6.85M as of Q2 2026.
Integrated Wealth Concepts sold 20,550 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $789K.
First Trust Expanded Technology ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #477 holding.
Integrated Wealth Concepts first reported a position in First Trust Expanded Technology ETF in Q1 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.