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First Trust Expanded Technology ETF

5 hedge funds and large institutions have $3.55M invested in First Trust Expanded Technology ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

0.05% more ownership

Funds ownership: 57.84%57.9% (+0.05%)

2% less capital invested

Capital invested by funds: $3.63M → $3.55M (-$81.7K)

29% less funds holding

Funds holding: 75 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$1.87M -$60.4K -2,860 -3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$859K +$124K +5,857 +16%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$583K +$361K +17,112 +150%
Osaic Holdings
4
Osaic Holdings
Arizona
$147K +$12K +566 +9%
HBW
5
Hazlett, Burt & Watson
West Virginia
$94K
Citadel Advisors
6
Citadel Advisors
Florida
-$412K -19,688 Closed
UBS Group
7
UBS Group
Switzerland
-$17.4K -829 Closed

XPND Hedge Fund Activity: Q3 2023 in Review

5 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q3 2023, worth a combined $3.55M — down 2.3% from $3.63M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of XPND and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $361K. The largest seller was Citadel Advisors, exiting entirely with an estimated $412K sold.

  • 5 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q3 2023, down from 7 in Q2 2023.
  • Funds reported $3.55M of First Trust Expanded Technology ETF stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 0 funds opened new First Trust Expanded Technology ETF positions in Q3 2023 and 2 closed out, a net change of -2 holders.
  • The largest First Trust Expanded Technology ETF buyer in Q3 2023 was Cambridge Investment Research Advisors, an estimated $361K added.
  • The largest First Trust Expanded Technology ETF seller in Q3 2023 was Citadel Advisors, an estimated $412K sold.

Based on aggregated 13F filings for Q3 2023.