NFSG
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Newbridge Financial Services Group’s First Trust Expanded Technology ETF XPND Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-3,180
Closed -$115K – 1448
2025
Q3 		$115K Sell
3,180
-302
-9% -$10.4K 0.02% 371
2025
Q2 		$117K Buy
+3,482
New +$105K 0.02% 359

Other funds holding XPND

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Newbridge Financial Services Group's XPND Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of First Trust Expanded Technology ETF (XPND) in Q4 2025, closing a stake of 3,180 shares — an estimated $115K sold.

Newbridge Financial Services Group first reported a position in XPND in Q2 2025 and held it in 2 quarters. The position peaked at $117K in Q2 2025. 26 funds tracked by Wall St. Rank hold XPND as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining First Trust Expanded Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,180 First Trust Expanded Technology ETF shares in Q4 2025, an estimated $115K.
  • Newbridge Financial Services Group first reported a position in First Trust Expanded Technology ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's First Trust Expanded Technology ETF position peaked at $117K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.