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

Nations Financial Group’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 Q3	$1.11M	Sell	27,707 -1,357	-5%	-$53.1K	0.06%	354
2026 Q2	$1.22M	Sell	29,064 -658	-2%	-$25.3K	0.06%	331
2026 Q1	$976K	Sell	29,722 -1,434	-5%	-$49.7K	0.05%	371
2025 Q4	$1.12M	Sell	31,156 -1,057	-3%	-$38.7K	0.06%	322
2025 Q3	$1.17M	Sell	32,213 -250	-0.8%	-$8.61K	0.07%	284
2025 Q2	$1.09M	Sell	32,463 -1,633	-5%	-$49.1K	0.08%	269
2025 Q1	$963K	Buy	+34,096	New	+$1.04M	0.07%	278

Other funds holding XPND

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Harvest Investment Services Oakbrook Terrace, Illinois $584M AUM 57.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Nations Financial Group's XPND Position: Q3 2026 in Review

Nations Financial Group reduced its First Trust Expanded Technology ETF (XPND) stake by 4.7% in Q3 2026, selling an estimated $53.1K and leaving 27,707 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #354.

Nations Financial Group first reported a position in XPND in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2026. 21 funds tracked by Wall St. Rank hold XPND as of Q3 2026.

Nations Financial Group held 27,707 shares of First Trust Expanded Technology ETF worth $1.11M as of Q3 2026.
Nations Financial Group sold 1,357 First Trust Expanded Technology ETF shares in Q3 2026, an estimated $53.1K.
First Trust Expanded Technology ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #354 holding.
Nations Financial Group first reported a position in First Trust Expanded Technology ETF in Q1 2025 and has held it in 7 quarters since.
Nations Financial Group's First Trust Expanded Technology ETF position peaked at $1.22M in Q2 2026.
21 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.