We are live on ! Find out more
XPND icon

First Trust Expanded Technology ETF

26 hedge funds and large institutions have $30.6M invested in First Trust Expanded Technology ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more capital invested

Capital invested by funds: $18.1M → $30.6M (+$12.4M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

4.34% more ownership

Funds ownership: 54.07%58.41% (+4.3%)

0% more funds holding

Funds holding: 2626 (0)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
1
Ferguson Shapiro
Georgia
$17.1M +$17.3M +473,662 New
Osaic Holdings
2
Osaic Holdings
Arizona
$3.25M -$386K -10,546 -10%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.29M +$204K +5,569 +18%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.27M -$329 -9 -0%
NFG
5
Nations Financial Group
Iowa
$1.12M -$38.7K -1,057 -3%
Two Sigma Investments
6
Two Sigma Investments
New York
$1.08M +$1.1M +30,000 New
HIS
7
Harvest Investment Services
Illinois
$731K -$5.67K -155 -0.8%
Citadel Advisors
8
Citadel Advisors
Florida
$589K +$596K +16,308 New
CCFM
9
Clear Creek Financial Management
Washington
$510K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$450K +$18K +493 +4%
FIA
11
Foundations Investment Advisors
Arizona
$376K +$17.9K +490 +5%
P
12
&Partners
Tennessee
$367K +$20.1K +550 +6%
AWA
13
Arkadios Wealth Advisors
Georgia
$351K +$13.5K +368 +4%
SA
14
Sanctuary Advisors
Indiana
$351K +$80.4K +2,199 +29%
KPWS
15
Kestra Private Wealth Services
Texas
$309K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$241K +$244K +6,675 New
RA
17
RFG Advisory
Alabama
$235K -$6.58K -180 -3%
DC
18
Davenport & Co
Virginia
$226K -$17.3K -473 -7%
GWM
19
Geneos Wealth Management
Colorado
$176K
HBW
20
Hazlett, Burt & Watson
West Virginia
$166K
KAS
21
Kestra Advisory Services
Texas
$147K +$149K +4,069 New
IAIM
22
International Assets Investment Management
Florida
$103K +$105K +2,866 New
HI
23
Harbour Investments
Wisconsin
$66.2K +$37 +1 +0.1%
IA
24
IFP Advisors
Florida
$38.2K
AWM
25
AE Wealth Management
Kansas
$26.4K

XPND Hedge Fund Activity: Q4 2025 in Review

26 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Expanded Technology ETF (XPND) for Q4 2025, worth a combined $30.6M — up 69% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XPND positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $17.3M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $5.61M sold.

  • 26 institutional investors held First Trust Expanded Technology ETF (XPND) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $30.6M of First Trust Expanded Technology ETF stock for Q4 2025, up 69% quarter-over-quarter.
  • 6 funds opened new First Trust Expanded Technology ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest First Trust Expanded Technology ETF buyer in Q4 2025 was Ferguson Shapiro, an estimated $17.3M added.
  • The largest First Trust Expanded Technology ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2025.