UBS Group
XPND icon

UBS Group’s First Trust Expanded Technology ETF XPND Stock Holding History

UBS Group’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
Q4 		– Sell
-44
Closed -$1.6K – 11254
2025
Q3 		$1.6K Buy
+44
New +$1.51K ﹤0.01% 9311
2025
Q1 		– Sell
-238
Closed -$7.24K – 10774
2024
Q4 		$7.24K Buy
+238
New +$7.17K ﹤0.01% 8492
2023
Q3 		– Sell
-829
Closed -$17.4K – 10029
2023
Q2 		$17.4K Sell
829
-4,063
-83% -$77.1K ﹤0.01% 6938
2023
Q1 		$90K Buy
4,892
+901
+23% +$15.7K ﹤0.01% 5979
2022
Q4 		$64.3K Buy
+3,991
New +$64.3K ﹤0.01% 6532
2022
Q3 		– Sell
-9
Closed – – 11008
2022
Q2 		$0 Sell
9
-21
-70% -$369 ﹤0.01% 11023
2022
Q1 		$1K Buy
+30
New +$604 ﹤0.01% 9945

Other funds holding XPND

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

UBS Group's XPND Position: Q4 2025 in Review

UBS Group sold out of First Trust Expanded Technology ETF (XPND) in Q4 2025, closing a stake of 44 shares — an estimated $1.6K sold.

UBS Group first reported a position in XPND in Q1 2022 and held it in 7 quarters. The position peaked at $90K in Q1 2023. 26 funds tracked by Wall St. Rank hold XPND as of Q4 2025.

  • UBS Group reported no remaining First Trust Expanded Technology ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 44 First Trust Expanded Technology ETF shares in Q4 2025, an estimated $1.6K.
  • UBS Group first reported a position in First Trust Expanded Technology ETF in Q1 2022 and held it in 7 quarters.
  • UBS Group's First Trust Expanded Technology ETF position peaked at $90K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.