LPL Financial
XPND icon

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
Q2 		$721K Buy
17,226
+6,314
+58% +$242K ﹤0.01% 4715
2026
Q1 		$358K Buy
+10,912
New +$378K ﹤0.01% 5065

Other funds holding XPND

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial's XPND Position: Q2 2026 in Review

LPL Financial increased its First Trust Expanded Technology ETF (XPND) stake by 58% in Q2 2026, buying an estimated $242K and bringing the position to 17,226 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #4715.

LPL Financial first reported a position in XPND in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • LPL Financial held 17,226 shares of First Trust Expanded Technology ETF worth $721K as of Q2 2026.
  • LPL Financial bought 6,314 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $242K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4715 holding.
  • LPL Financial first reported a position in First Trust Expanded Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.