We are live on ! Find out more
XPND icon

First Trust Expanded Technology ETF

26 hedge funds and large institutions have $18.1M invested in First Trust Expanded Technology ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

24% more funds holding

Funds holding: 2126 (+5)

16% more capital invested

Capital invested by funds: $15.6M → $18.1M (+$2.49M)

4.75% less ownership

Funds ownership: 58.83%54.07% (-4.8%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.61M +$461K +13,381 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.45M +$15.4K +447 +0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.27M +$8.88K +258 +0.7%
NFG
4
Nations Financial Group
Iowa
$1.17M -$8.61K -250 -0.8%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.1M +$19.8K +576 +2%
BIM
6
Bullseye Investment Management
Ohio
$1.07M
HIS
7
Harvest Investment Services
Illinois
$740K -$82.7K -2,401 -11%
CCFM
8
Clear Creek Financial Management
Washington
$513K +$13.8K +400 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$434K +$85.3K +2,478 +26%
FIA
10
Foundations Investment Advisors
Arizona
$360K +$30.9K +897 +10%
P
11
&Partners
Tennessee
$349K +$106K +3,080 +47%
AWA
12
Arkadios Wealth Advisors
Georgia
$339K +$39.4K +1,144 +14%
KPWS
13
Kestra Private Wealth Services
Texas
$311K +$18.8K +545 +7%
SA
14
Sanctuary Advisors
Indiana
$273K +$259K +7,511 New
DC
15
Davenport & Co
Virginia
$245K +$232K +6,746 New
RA
16
RFG Advisory
Alabama
$243K +$230K +6,687 New
GWM
17
Geneos Wealth Management
Colorado
$177K +$57K +1,656 +51%
HBW
18
Hazlett, Burt & Watson
West Virginia
$167K
NFSG
19
Newbridge Financial Services Group
Florida
$115K -$10.4K -302 -9%
HI
20
Harbour Investments
Wisconsin
$66.5K
ASN
21
Advisory Services Network
Georgia
$44.6K +$42.3K +1,229 New
IA
22
IFP Advisors
Florida
$38.4K +$36.4K +1,058 New
AWM
23
AE Wealth Management
Kansas
$26.5K
AAS
24
Ameritas Advisory Services
Nebraska
$18.3K
UBS Group
25
UBS Group
Switzerland
$1.6K +$1.51K +44 New

XPND Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q3 2025, worth a combined $18.1M — up 16% from $15.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XPND positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $461K. The largest seller was Harvest Investment Services, cutting an estimated $82.7K.

  • 26 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $18.1M of First Trust Expanded Technology ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 6 funds opened new First Trust Expanded Technology ETF positions in Q3 2025 and 1 closed out, a net change of +5 holders.
  • The largest First Trust Expanded Technology ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $461K added.
  • The largest First Trust Expanded Technology ETF seller in Q3 2025 was Harvest Investment Services, an estimated $82.7K sold.

Based on aggregated 13F filings for Q3 2025.