Who Owns First Trust Expanded Technology ETF (XPND)?Hedge Fund & Institutional Holders

$33.56-0.12 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$1.710100030000001e+74T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$25.10$28.41$31.71$35.02$38.33Sep 24Jun 25Mar 26

XPND — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ferguson Shapiro LLCNew Position+474K+$17.1B
Bullseye Investment Management, LLCNew Position+38K+$1.1B
TWO SIGMA INVESTMENTS, LPNew Position+30K+$1.0B
Geneos Wealth Management Inc.New Position+5K+$176.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+3K+$103.0M
Sanctuary Advisors, LLCNew Position+10K+$350K
HAZLETT, BURT & WATSON, INC.New Position+5K+$166K
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+31K+$1K
ENVESTNET ASSET MANAGEMENT INCNew Position+12K+$0
CITADEL ADVISORS LLCNew Position+16K+$0
Cetera Investment AdvisersNew Position+7K+$0
AE Wealth Management LLCNew Position+730+$0
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+10K+$0
Arkadios Wealth AdvisorsNew Position+10K+$0
Kestra Advisory Services, LLCNew Position+4K+$0

XPND — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCClosed Position-155K-$5.6B
OSAIC HOLDINGS, INC.Decreased-11K-$450.7M
RFG Advisory, LLCDecreased-180-$242.4M
Newbridge Financial Services Group, Inc.Closed Position-3K-$115.4M
Advisory Services Network, LLCClosed Position-1K-$44.6M
UBS Group AGClosed Position-44-$1.6M
Cambridge Investment Research Advisors, Inc.Decreased-9-$275K
DAVENPORT & Co LLCDecreased-473-$18K
Harvest Investment Services, LLCDecreased-155-$9K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Ferguson Shapiro LLC473,662$17.1B5.26%Share
2OSAIC HOLDINGS, INC.89,996$3.0B0.00%Share
3Bullseye Investment Management, LLC37,936$1.1B0.65%Share
4TWO SIGMA INVESTMENTS, LP30,000$1.0B0.00%Share
5Geneos Wealth Management Inc.4,884$176.0M0.00%Share
6INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,866$103.0M0.01%Share
7Cambridge Investment Research Advisors, Inc.35,119$1.0M0.00%Share
8HighTower Advisors, LLC35,861$1.0M0.00%Share
9Harvest Investment Services, LLC20,234$730K0.14%Share
10Clear Creek Financial Management, LLC14,125$509K0.04%Share
11Sanctuary Advisors, LLC9,710$350K0.00%Share
12KESTRA PRIVATE WEALTH SERVICES, LLC8,562$309K0.00%Share
13RFG Advisory, LLC6,507$234K0.00%Share
14DAVENPORT & Co LLC6,273$226K0.00%Share
15HAZLETT, BURT & WATSON, INC.4,600$166K0.05%Share
16HARBOUR INVESTMENTS, INC.1,833$66K0.00%Share
17NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,156$1K0.00%Share
18CITADEL ADVISORS LLC16,308$00.00%Share
19Arkadios Wealth Advisors844$00.00%Share
20Arkadios Wealth Advisors8,877$00.00%Share
21FOUNDATIONS INVESTMENT ADVISORS, LLC10,422$00.00%Share
22AE Wealth Management LLC730$00.00%Share
23&PARTNERS10,159$00.00%Share
24ENVESTNET ASSET MANAGEMENT INC12,462$00.00%Share
25Cetera Investment Advisers6,675$00.00%Share
26Kestra Advisory Services, LLC4,069$00.00%Share
27IFP Advisors, Inc1,058$00.00%Share
28MORGAN STANLEY1$00.00%Share

XPND Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202527$22.5B+11
Q3 202516$11.0B-4
Q2 202520$9.4B+6
Q1 202514$10.9B-2
Q4 202416$9.8B+9
Q3 20247$7.7B+0
Q2 20247$3.6T+2
Q1 20245$7.0B

Similar Stocks by Institutional Ownership

As of Q4 2025, 28 institutional investors hold XPND (First Trust Expanded Technology ETF). The largest holder is Ferguson Shapiro LLC with $17.1B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own XPND?

As of Q4 2025, 28 institutional investors report holding XPND (First Trust Expanded Technology ETF) in their 13F filings.

Who is the largest institutional holder of XPND?

The largest institutional holder of XPND is Ferguson Shapiro LLC with $17.1B in shares.

Is institutional ownership of XPND increasing or decreasing?

This quarter, 15 institutions opened new positions in XPND and 4 closed their positions.