First Trust Expanded Tech (XPND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cambridge Investment Research Advisors, Inc.

DECREASED

Shares35,573 from 36,760

Change-1,187 (-3%)

Value$1.4M (-$114.0K)

Filed 2026-11-02

Nations Financial Group Inc,

DECREASED

Shares27,707 from 29,064

Change-1,357 (-5%)

Value$1.1M (-$107.3K)

Filed 2026-11-05

Clear Creek Financial Management, LLC

DECREASED

Shares18,945 from 19,685

Change-740 (-4%)

Value$758.2K (-$65.5K)

Filed 2026-10-28

Bullseye Investment Management, LLC

INCREASED

Shares18,389 from 18,128

Change+261 (+1%)

Value$735.9K (-$22.6K)

Filed 2026-10-29

LPL Financial LLC

INCREASED

Shares17,631 from 17,226

Change+405 (+2%)

Value$705.6K (-$15.2K)

Filed 2026-11-06

Kestra Private Wealth Services, LLC

DECREASED

Shares8,183 from 8,363

Change-180 (-2%)

Value$327.5K (-$22.4K)

Filed 2026-11-06

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares4,200 from 4,200

Change0 (0%)

Value$168.0K (-$8.0K)

Filed 2026-11-04

Private Trust Co NA

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$76.0K (-$3.5K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares1,058 from 1,058

Change0 (0%)

Value$42.3K (-$1.9K)

Filed 2026-10-16

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares260 from 260

Change0 (0%)

Value$10.4K (-$474)

Filed 2026-11-03

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 5,854

Change-5,854 (-100%)

Value$0 (-$245.0K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,866

Change-2,866 (-100%)

Value$0 (-$117.5K)

Filed 2026-11-02

Integrated Wealth Concepts LLC

N/A

Shares— from 163,627

Change-163,627 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 86,726

Change-86,726 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 40,208

Change-40,208 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 23,441

Change-23,441 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 20,980

Change-20,980 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,477

Change-14,477 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 13,828

Change-13,828 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,407

Change-13,407 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 12,175

Change-12,175 (-100%)

Value—

&partners

N/A

Shares— from 10,693

Change-10,693 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 9,868

Change-9,868 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,173

Change-5,173 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,892

Change-4,892 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,833

Change-1,833 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 730

Change-730 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 562

Change-562 (-100%)

Value—

UBS Group AG

N/A

Shares— from 150

Change-150 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 125

Change-125 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	DECREASED	35,573	36,760	-1,187	-3%	$1.5M	$1.4M	-$114.0K	2026-11-02
Nations Financial Group Inc,	DECREASED	27,707	29,064	-1,357	-5%	$1.2M	$1.1M	-$107.3K	2026-11-05
Clear Creek Financial Management, LLC	DECREASED	18,945	19,685	-740	-4%	$823.7K	$758.2K	-$65.5K	2026-10-28
Bullseye Investment Management, LLC	INCREASED	18,389	18,128	+261	+1%	$758.5K	$735.9K	-$22.6K	2026-10-29
LPL Financial LLC	INCREASED	17,631	17,226	+405	+2%	$720.8K	$705.6K	-$15.2K	2026-11-06
Kestra Private Wealth Services, LLC	DECREASED	8,183	8,363	-180	-2%	$349.9K	$327.5K	-$22.4K	2026-11-06
Hazlett, Burt & Watson, Inc.	UNCHANGED	4,200	4,200	0	0%	$176.0K	$168.0K	-$8.0K	2026-11-04
Private Trust Co NA	UNCHANGED	1,900	1,900	0	0%	$79.5K	$76.0K	-$3.5K	2026-10-20
IFP Advisors, Inc	UNCHANGED	1,058	1,058	0	0%	$44.3K	$42.3K	-$1.9K	2026-10-16
Ashton Thomas Private Wealth, LLC	UNCHANGED	260	260	0	0%	$10.9K	$10.4K	-$474	2026-11-03
Concurrent Investment Advisors, LLC	CLOSED	0	5,854	-5,854	-100%	$245.0K	$0	-$245.0K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	2,866	-2,866	-100%	$117.5K	$0	-$117.5K	2026-11-02
Integrated Wealth Concepts LLC	N/A	—	163,627	-163,627	-100%	$6.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	86,726	-86,726	-100%	$3.6M	—	—	—
HighTower Advisors, LLC	N/A	—	40,208	-40,208	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	23,441	-23,441	-100%	$980.8K	—	—	—
Harvest Investment Services, LLC	N/A	—	20,980	-20,980	-100%	$877.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,477	-14,477	-100%	$605.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	13,828	-13,828	-100%	$578.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,407	-13,407	-100%	$561.0K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	12,175	-12,175	-100%	$509.4K	—	—	—
&partners	N/A	—	10,693	-10,693	-100%	$447.4K	—	—	—
Arkadios Wealth Advisors	N/A	—	9,868	-9,868	-100%	$412.9K	—	—	—
Cetera Investment Advisers	N/A	—	5,173	-5,173	-100%	$216.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,892	-4,892	-100%	$204.7K	—	—	—
Harbour Investments, Inc.	N/A	—	1,833	-1,833	-100%	$76.7K	—	—	—
AE Wealth Management LLC	N/A	—	730	-730	-100%	$30.5K	—	—	—
Colonial Trust Advisors	N/A	—	562	-562	-100%	$23.5K	—	—	—
UBS Group AG	N/A	—	150	-150	-100%	$6.3K	—	—	—
Wells Fargo & Company	N/A	—	125	-125	-100%	$5.2K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$67	—	—	—

Showing 31 of 31 institutions