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SFI Advisors’s First Trust Expanded Technology ETF XPND Stock Holding History

SFI Advisors’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
Q1 		– Sell
-20,493
Closed -$623K – 92
2024
Q4 		$623K Sell
20,493
-2,793
-12% -$84.1K 0.44% 38
2024
Q3 		$669K Sell
23,286
-585
-2% -$16.2K 0.48% 41
2024
Q2 		$671K Sell
23,871
-4,473
-16% -$118K 0.52% 40
2024
Q1 		$752K Sell
28,344
-7,368
-21% -$187K 0.59% 39
2023
Q4 		$839K Sell
35,712
-55,659
-61% -$1.21M 0.72% 39
2023
Q3 		$1.87M Sell
91,371
-2,860
-3% -$60.4K 1.82% 25
2023
Q2 		$1.97M Sell
94,231
-149,265
-61% -$2.83M 1.87% 24
2023
Q1 		$4.48M Buy
243,496
+7,104
+3% +$124K 4.49% 4
2022
Q4 		$3.81M Buy
+236,392
New +$3.81M 4.14% 4

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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SFI Advisors's XPND Position: Q1 2025 in Review

SFI Advisors sold out of First Trust Expanded Technology ETF (XPND) in Q1 2025, closing a stake of 20,493 shares — an estimated $623K sold.

SFI Advisors first reported a position in XPND in Q4 2022 and held it in 9 quarters. The position peaked at $4.48M in Q1 2023. 14 funds tracked by Wall St. Rank hold XPND as of Q1 2025.

  • SFI Advisors reported no remaining First Trust Expanded Technology ETF position as of Q1 2025 after selling out during the quarter.
  • SFI Advisors sold 20,493 First Trust Expanded Technology ETF shares in Q1 2025, an estimated $623K.
  • SFI Advisors first reported a position in First Trust Expanded Technology ETF in Q4 2022 and held it in 9 quarters.
  • SFI Advisors's First Trust Expanded Technology ETF position peaked at $4.48M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.