Raymond James Financial
XPND icon

Raymond James Financial’s First Trust Expanded Technology ETF XPND Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-2,111
Closed -$71.1K – 6821
2025
Q2 		$71.1K Buy
+2,111
New +$63.4K ﹤0.01% 5026

Other funds holding XPND

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial's XPND Position: Q3 2025 in Review

Raymond James Financial sold out of First Trust Expanded Technology ETF (XPND) in Q3 2025, closing a stake of 2,111 shares — an estimated $71.1K sold.

Raymond James Financial first reported a position in XPND in Q2 2025 and held it in 1 quarter. The position peaked at $71.1K in Q2 2025. 26 funds tracked by Wall St. Rank hold XPND as of Q3 2025.

  • Raymond James Financial reported no remaining First Trust Expanded Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,111 First Trust Expanded Technology ETF shares in Q3 2025, an estimated $71.1K.
  • Raymond James Financial first reported a position in First Trust Expanded Technology ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's First Trust Expanded Technology ETF position peaked at $71.1K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.