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First Trust Expanded Tech (XPND)

CUSIP: 33740U851 | NYSE | 50 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.104,83510.5%New 5%+ stakeJul 31, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.104,835
10.5% of class · Jul 31, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.35,573
0.0% of portfolio›$1.4M
Nations Financial Group Inc,27,707
0.1% of portfolio›$1.1M
Clear Creek Financial Management, LLC18,945
0.1% of portfolio›$758.2K
Bullseye Investment Management, LLC18,389
0.4% of portfolio›$735.9K
LPL Financial LLC17,631
0.0% of portfolio›$705.6K
Kestra Private Wealth Services, LLC8,183
0.0% of portfolio›$327.5K
Hazlett, Burt & Watson, Inc.4,200
0.1% of portfolio›$168.0K
Private Trust Co NA1,900
0.0% of portfolio›$76.0K
IFP Advisors, Inc1,058
0.0% of portfolio›$42.3K
Ashton Thomas Private Wealth, LLC260
0.0% of portfolio›$10.4K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
35,573$1.4M0.0%ETFLowFairfield, IA2026-11-02
Nations Financial Group Inc,
27,707$1.1M0.1%CoreLowCedar Rapids, IA2026-11-05
Clear Creek Financial Management, LLC
18,945$758.2K0.1%ETFMediumSilverdale, WA2026-10-28
Bullseye Investment Management, LLC
18,389$735.9K0.4%ETFVery HighCincinnati, OH2026-10-29
LPL Financial LLC
17,631$705.6K0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Private Wealth Services, LLC
8,183$327.5K0.0%GrowthLowAustin, TX2026-11-06
Hazlett, Burt & Watson, Inc.
4,200$168.0K0.1%CoreVery LowWheeling, WV2026-11-04
Private Trust Co NA
1,900$76.0K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
1,058$42.3K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
260$10.4K0.0%CoreMediumScottsdale, AZ2026-11-03