PTC
XPND icon

Private Trust Company’s First Trust Expanded Technology ETF XPND Stock Holding History

Private Trust Company’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 		$79.5K Hold
1,900
– – 0.01% 1159
2026
Q1 		$62.4K Buy
+1,900
New +$65.8K 0.01% 1214

Other funds holding XPND

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 40.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Private Trust Company's XPND Position: Q2 2026 in Review

Private Trust Company held its First Trust Expanded Technology ETF (XPND) position steady in Q2 2026 at 1,900 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #1159.

Private Trust Company first reported a position in XPND in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

  • Private Trust Company held 1,900 shares of First Trust Expanded Technology ETF worth $79.5K as of Q2 2026.
  • Private Trust Company left its First Trust Expanded Technology ETF share count unchanged in Q2 2026.
  • First Trust Expanded Technology ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1159 holding.
  • Private Trust Company first reported a position in First Trust Expanded Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.