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First Trust Expanded Technology ETF

21 hedge funds and large institutions have $15.6M invested in First Trust Expanded Technology ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

50% more funds holding

Funds holding: 1421 (+7)

22% more capital invested

Capital invested by funds: $12.8M → $15.6M (+$2.83M)

8.42% more ownership

Funds ownership: 50.41%58.83% (+8.4%)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
2
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$4.76M -$309K -10,296 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.37M +$44K +1,463 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.17M +$3.67K +122 +0.4%
NFG
4
Nations Financial Group
Iowa
$1.09M -$49.1K -1,633 -5%
BIM
5
Bullseye Investment Management
Ohio
$1.07M
HighTower Advisors
6
HighTower Advisors
Illinois
$1M -$11.8K -394 -1%
HIS
7
Harvest Investment Services
Illinois
$768K -$25.5K -850 -4%
CCFM
8
Clear Creek Financial Management
Washington
$462K +$413K +13,725 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$320K +$285K +9,491 New
FIA
10
Foundations Investment Advisors
Arizona
$304K +$272K +9,035 New
AWA
11
Arkadios Wealth Advisors
Georgia
$276K +$247K +8,209 New
KPWS
12
Kestra Private Wealth Services
Texas
$270K +$241K +8,017 New
P
13
&Partners
Tennessee
$220K +$196K +6,529 New
HBW
14
Hazlett, Burt & Watson
West Virginia
$155K
NFSG
15
Newbridge Financial Services Group
Florida
$117K +$105K +3,482 New
GWM
16
Geneos Wealth Management
Colorado
$109K -$123K -4,080 -56%
Raymond James Financial
17
Raymond James Financial
Florida
$71.1K +$63.4K +2,111 New
HI
18
Harbour Investments
Wisconsin
$61.7K
AWM
19
AE Wealth Management
Kansas
$24.6K -$37.4K -1,245 -63%
AAS
20
Ameritas Advisory Services
Nebraska
$17K +$15.1K +504 New
Morgan Stanley
21
Morgan Stanley
New York
$34 +$30 +1 New
BAWC
22
Boyce & Associates Wealth Consulting
Texas
-$493K -17,447 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$255K -9,044 Closed
Wells Fargo
24
Wells Fargo
California
-$21.9K -775 Closed

XPND Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q2 2025, worth a combined $15.6M — up 22% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XPND positions and 3 closed out — a net gain of 7 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $413K. The largest seller was Boyce & Associates Wealth Consulting, exiting entirely with an estimated $493K sold.

  • 21 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $15.6M of First Trust Expanded Technology ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 10 funds opened new First Trust Expanded Technology ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest First Trust Expanded Technology ETF buyer in Q2 2025 was Clear Creek Financial Management, an estimated $413K added.
  • The largest First Trust Expanded Technology ETF seller in Q2 2025 was Boyce & Associates Wealth Consulting, an estimated $493K sold.

Based on aggregated 13F filings for Q2 2025.