Morgan Stanley
XPND icon

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
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 Sell
1
-1
-50% -$25 ﹤0.01% 7566
2023
Q4 		$76 Buy
+2
New +$44 ﹤0.01% 7547

Other funds holding XPND

FS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's XPND Position: Q1 2026 in Review

Morgan Stanley sold out of First Trust Expanded Technology ETF (XPND) in Q1 2026, closing a stake of 1 share — an estimated $53 sold.

Morgan Stanley first reported a position in XPND in Q4 2023 and held it in 6 quarters. The position peaked at $76 in Q4 2023. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

  • Morgan Stanley reported no remaining First Trust Expanded Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 1 First Trust Expanded Technology ETF share in Q1 2026, an estimated $53.
  • Morgan Stanley first reported a position in First Trust Expanded Technology ETF in Q4 2023 and held it in 6 quarters.
  • Morgan Stanley's First Trust Expanded Technology ETF position peaked at $76 in Q4 2023.
  • 25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.