Who Owns XPND?
First Trust Expanded Technology ETF — Institutional Ownership & 13F Holdings
$36.70
-0.22 (-0.60%)
Market Cap
$34.1M
Shares Outstanding
999,882
Institutional Holders
14
Total Inst. Value
$12.7M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
5
Closed Positions
7
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Integrated Wealth Concepts LLCNew | $4.3M | 151,562 |
| 2 | OSAIC HOLDINGS, INC. | $2.8M | 98,632 |
| 3 | Bullseye Investment Management, LLC | $1.1M | 37,936 |
| 4 | Cambridge Investment Research Advisors, Inc. | $981K | 34,748 |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew | $963K | 34,096 |
| 6 | HighTower Advisors, LLC | $850K | 30,110 |
| 7 | Harvest Investment Services, LLC | $667K | 23,640 |
| 8 | Boyce & Associates Wealth Consulting, Inc.New | $493K | 17,447 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $255K | 9,044 |
| 10 | HAZLETT, BURT & WATSON, INC. | $130K | 4,600 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Integrated Wealth Concepts LLCNew | +152K | $4.3M |
| Bullseye Investment Management, LLC | +13K | $1.1M |
| Cambridge Investment Research Advisors, Inc. | +1K | $981K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew | +34K | $963K |
| HighTower Advisors, LLC | +4K | $850K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -123K | $2.8M |
| Harvest Investment Services, LLC | -16K | $667K |
| Geneos Wealth Management Inc. | -2K | $103K |
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Frequently Asked Questions
How many institutional investors hold XPND?
As of Q1 2025, 14 institutional investors report holding XPND (First Trust Expanded Technology ETF) in their 13F filings.
Which hedge fund owns the most XPND?
The largest institutional holder of XPND is Integrated Wealth Concepts LLC with $4.3M in shares.
Are institutions buying or selling XPND?
This quarter, 5 institutions opened new positions in XPND and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.