P
XPND icon

&Partners’s First Trust Expanded Technology ETF XPND Stock Holding History

&Partners’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 		$356K Buy
10,841
+682
+7% +$23.6K ﹤0.01% 1882
2025
Q4 		$367K Buy
10,159
+550
+6% +$20.1K ﹤0.01% 1793
2025
Q3 		$349K Buy
9,609
+3,080
+47% +$106K ﹤0.01% 1666
2025
Q2 		$220K Buy
+6,529
New +$196K ﹤0.01% 1784

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 $43.3B AUM 29.3% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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 $1.56B AUM 31.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's XPND Position: Q1 2026 in Review

&Partners increased its First Trust Expanded Technology ETF (XPND) stake by 6.7% in Q1 2026, buying an estimated $23.6K and bringing the position to 10,841 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

&Partners first reported a position in XPND in Q2 2025 and has held it in 4 quarters since. The position peaked at $367K in Q4 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

  • &Partners held 10,841 shares of First Trust Expanded Technology ETF worth $356K as of Q1 2026.
  • &Partners bought 682 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $23.6K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1882 holding.
  • &Partners first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's First Trust Expanded Technology ETF position peaked at $367K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.