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RFG Advisory’s First Trust Expanded Technology ETF XPND Stock Holding History

RFG Advisory’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 		– Sell
-6,507
Closed -$235K – 1117
2025
Q4 		$235K Sell
6,507
-180
-3% -$6.58K ﹤0.01% 901
2025
Q3 		$243K Buy
+6,687
New +$230K 0.01% 873

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 $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 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 $1.3B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Advisory's XPND Position: Q1 2026 in Review

RFG Advisory sold out of First Trust Expanded Technology ETF (XPND) in Q1 2026, closing a stake of 6,507 shares — an estimated $235K sold.

RFG Advisory first reported a position in XPND in Q3 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 25 funds tracked by Wall St. Rank hold XPND as of Q1 2026.

  • RFG Advisory reported no remaining First Trust Expanded Technology ETF position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 6,507 First Trust Expanded Technology ETF shares in Q1 2026, an estimated $235K.
  • RFG Advisory first reported a position in First Trust Expanded Technology ETF in Q3 2025 and held it in 2 quarters.
  • RFG Advisory's First Trust Expanded Technology ETF position peaked at $243K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.