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First Trust Expanded Technology ETF

14 hedge funds and large institutions have $12.8M invested in First Trust Expanded Technology ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

39% more capital invested

Capital invested by funds: $9.22M → $12.8M (+$3.59M)

3.76% more ownership

Funds ownership: 46.65%50.41% (+3.8%)

13% less funds holding

Funds holding: 1614 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$4.28M +$4.63M +151,562 New
Osaic Holdings
2
Osaic Holdings
Arizona
$2.79M +$72.2K +2,362 +2%
BIM
3
Bullseye Investment Management
Ohio
$1.07M +$410K +13,412 +55%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$981K +$37K +1,212 +4%
NFG
5
Nations Financial Group
Iowa
$963K +$1.04M +34,096 New
HighTower Advisors
6
HighTower Advisors
Illinois
$850K +$111K +3,636 +14%
HIS
7
Harvest Investment Services
Illinois
$667K -$495K -16,190 -41%
BAWC
8
Boyce & Associates Wealth Consulting
Texas
$493K +$68.6K +2,243 +15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$255K +$276K +9,044 New
GWM
10
Geneos Wealth Management
Colorado
$206K +$59.4K +1,943 +36%
HBW
11
Hazlett, Burt & Watson
West Virginia
$130K
AWM
12
AE Wealth Management
Kansas
$55.8K +$38.1K +1,245 +171%
HI
13
Harbour Investments
Wisconsin
$51.7K
Wells Fargo
14
Wells Fargo
California
$21.9K +$23.7K +775 New
SA
15
SFI Advisors
New Jersey
-$623K -20,493 Closed
AFG
16
Atomi Financial Group
New York
-$563K -18,522 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$451K -14,833 Closed
Bank of America
18
Bank of America
North Carolina
-$24.4K -804 Closed
UBS Group
19
UBS Group
Switzerland
-$7.24K -238 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$44 -1 Closed

XPND Hedge Fund Activity: Q1 2025 in Review

14 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q1 2025, worth a combined $12.8M — up 39% from $9.22M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XPND and 4 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 7 added.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $4.63M. The largest seller was SFI Advisors, exiting entirely with an estimated $623K sold.

  • 14 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q1 2025, down from 16 in Q4 2024.
  • Funds reported $12.8M of First Trust Expanded Technology ETF stock for Q1 2025, up 39% quarter-over-quarter.
  • 4 funds opened new First Trust Expanded Technology ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest First Trust Expanded Technology ETF buyer in Q1 2025 was Integrated Wealth Concepts, an estimated $4.63M added.
  • The largest First Trust Expanded Technology ETF seller in Q1 2025 was SFI Advisors, an estimated $623K sold.

Based on aggregated 13F filings for Q1 2025.