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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
Q2 		$447K Sell
10,693
-148
-1% -$5.68K ﹤0.01% 1894
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

IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners's XPND Position: Q2 2026 in Review

&Partners reduced its First Trust Expanded Technology ETF (XPND) stake by 1.4% in Q2 2026, selling an estimated $5.68K and leaving 10,693 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

&Partners first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • &Partners held 10,693 shares of First Trust Expanded Technology ETF worth $447K as of Q2 2026.
  • &Partners sold 148 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $5.68K.
  • First Trust Expanded Technology ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1894 holding.
  • &Partners first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.