PFS
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Prospera Financial Services’s First Trust Expanded Technology ETF XPND Stock Holding History

Prospera Financial Services’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
2024
Q3 		– Sell
-67,176
Closed -$1.89M – 1203
2024
Q2 		$1.89M Buy
67,176
+2,112
+3% +$56K 0.05% 346
2024
Q1 		$1.73M Buy
+65,064
New +$1.65M 0.05% 360

Other funds holding XPND

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $132M AUM 16.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $320M AUM 24.67% 1-Year Est. Return

Prospera Financial Services's XPND Position: Q3 2024 in Review

Prospera Financial Services sold out of First Trust Expanded Technology ETF (XPND) in Q3 2024, closing a stake of 67,176 shares — an estimated $1.89M sold.

Prospera Financial Services first reported a position in XPND in Q1 2024 and held it in 2 quarters. The position peaked at $1.89M in Q2 2024. 10 funds tracked by Wall St. Rank hold XPND as of Q3 2024.

  • Prospera Financial Services reported no remaining First Trust Expanded Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 67,176 First Trust Expanded Technology ETF shares in Q3 2024, an estimated $1.89M.
  • Prospera Financial Services first reported a position in First Trust Expanded Technology ETF in Q1 2024 and held it in 2 quarters.
  • Prospera Financial Services's First Trust Expanded Technology ETF position peaked at $1.89M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.