LPL Financial’s First Trust Expanded Technology ETF XPND Stock Holding History

LPL Financial’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	$358K	Buy	+10,912	New	+$378K	﹤0.01%	5065

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 $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

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 $1.3B AUM 20.31% 1-Year Est. Return

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

LPL Financial's XPND Position: Q1 2026 in Review

LPL Financial opened a new position in First Trust Expanded Technology ETF (XPND) in Q1 2026: 10,912 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #5065 among its holdings.

25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

LPL Financial held 10,912 shares of First Trust Expanded Technology ETF worth $358K as of Q1 2026.
First Trust Expanded Technology ETF was a new LPL Financial position in Q1 2026.
First Trust Expanded Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5065 holding.
25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.