Morgan Stanley’s First Trust Expanded Technology ETF XPND Stock Holding History

Morgan Stanley’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	$67	Buy	+1	New	+$38	﹤0.01%	8026
2026 Q1	–	Sell	-1	Closed	-$53	–	8524
2025 Q4	$53	Hold	1	–	–	﹤0.01%	7837
2025 Q3	$37	Hold	1	–	–	﹤0.01%	7934
2025 Q2	$34	Buy	+1	New	+$30	﹤0.01%	7893
2025 Q1	–	Sell	-1	Closed	-$44	–	8226
2024 Q4	$44	Buy	+1	New	+$30	﹤0.01%	7660
2024 Q2	–	Sell	-1	Closed	-$39	–	7968
2024 Q1	$39	Hold	1	–	–	﹤0.01%	7566
2023 Q4	$38	Buy	+1	New	+$22	﹤0.01%	7547

Other funds holding XPND

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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 40.89% 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

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

Morgan Stanley's XPND Position: Q2 2026 in Review

Morgan Stanley opened a new position in First Trust Expanded Technology ETF (XPND) in Q2 2026: 1 share worth $67. The stake represents ﹤0.01% of the portfolio and ranks #8026 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in XPND as recently as Q4 2025.

Morgan Stanley first reported a position in XPND in Q4 2023 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Morgan Stanley held 1 share of First Trust Expanded Technology ETF worth $67 as of Q2 2026.
First Trust Expanded Technology ETF was a new Morgan Stanley position in Q2 2026.
First Trust Expanded Technology ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8026 holding.
Morgan Stanley first reported a position in First Trust Expanded Technology ETF in Q4 2023 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.