XPND Institutional Ownership
First Trust Expanded Technology ETF
1W: +2.3%
1M: +6.5%
3M: +1.4%
YTD: +14.0%
1Y: +12.1%
3Y: +102.4%
5Y: +91.7%
$40.88
+0.53 (+1.31%)
Weekly Expected Move ±2.1%
$39
$40
$41
$42
$43
Overview
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Institutional Ownership — XPND
33
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
7
New Positions
14
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 163,627 | $7M | -20,550 | -11.2% | 2Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 86,726 | $4M | +2,270 | +2.7% | 17Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 40,208 | $2M | +3,716 | +10.2% | 8Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 36,760 | $2M | +708 | +2.0% | 13Q | SEC ↗ |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 29,064 | $1M | -658 | -2.2% | 6Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 23,441 | $958K | +7,965 | +51.5% | 3Q | SEC ↗ |
| 7 | Harvest Investment Services, LLC | 20,980 | $858K | +259 | +1.2% | 8Q | SEC ↗ |
| 8 | Clear Creek Financial Management, LLC | 19,685 | $805K | +4,460 | +29.3% | 5Q | SEC ↗ |
| 9 | Bullseye Investment Management, LLC | 18,128 | $741K | +13 | +0.1% | 1Q | SEC ↗ |
| 10 | LPL Financial LLC | 17,226 | $704K | +6,314 | +57.9% | 2Q | SEC ↗ |
| 11 | Sanctuary Advisors, LLC | 14,477 | $592K | +3,898 | +36.8% | 4Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 13,828 | $565K | — | +0.0% | 1Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 13,407 | $548K | +263 | +2.0% | 5Q | SEC ↗ |
| 14 | Foundations Investment Advisors, LLC | 12,175 | $498K | +2,203 | +22.1% | 5Q | SEC ↗ |
| 15 | &PARTNERS | 10,693 | $437K | -148 | -1.4% | 5Q | SEC ↗ |
| 16 | Arkadios Wealth Advisors | 9,868 | $403K | +50 | +0.5% | 5Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,363 | $342K | +300 | +3.7% | 5Q | SEC ↗ |
| 18 | Concurrent Investment Advisors, LLC NEW | 5,854 | $239K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Cetera Investment Advisers NEW | 5,173 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Geneos Wealth Management Inc. | 4,892 | $200K | -172 | -3.4% | 10Q | SEC ↗ |
| 21 | HAZLETT, BURT & WATSON, INC. | 4,200 | $172K | — | +0.0% | 16Q | SEC ↗ |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 2,866 | $117K | — | +0.0% | 3Q | SEC ↗ |
| 23 | PRIVATE TRUST CO NA | 1,900 | $78K | — | +0.0% | 2Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 1,833 | $75K | +1 | +0.1% | 7Q | SEC ↗ |
| 25 | IFP Advisors, Inc | 1,058 | $43K | — | +0.0% | 4Q | SEC ↗ |
| 26 | AE Wealth Management LLC | 730 | $30K | — | +0.0% | 7Q | SEC ↗ |
| 27 | Colonial Trust Advisors NEW | 562 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ashton Thomas Private Wealth, LLC | 260 | $11K | — | +0.0% | 2Q | SEC ↗ |
| 29 | UBS Group AG NEW | 150 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN NEW | 125 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 31 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Ferguson Shapiro LLC | 0 | $0K | -530,624 | -100.0% | 2Q | SEC ↗ |
| 33 | DAVENPORT & Co LLC | 0 | $0K | -6,273 | -100.0% | 2Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -30,000 | -100.0% | 1Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 0 | $0K | -4,069 | -100.0% | 1Q | SEC ↗ |
| 36 | RFG Advisory, LLC | 0 | $0K | -6,507 | -100.0% | 2Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 0 | $0K | -1,166 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 13,828 | $565K |
| Concurrent Investment Advisors, LLC | 5,854 | $239K |
| Cetera Investment Advisers | 5,173 | $211K |
| Colonial Trust Advisors | 562 | $23K |
| UBS Group AG | 150 | $6K |
| WELLS FARGO & COMPANY/MN | 125 | $5K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ferguson Shapiro LLC | 530,624 | $22M |
| TWO SIGMA INVESTMENTS, LP | 30,000 | $1M |
| RFG Advisory, LLC | 6,507 | $266K |
| DAVENPORT & Co LLC | 6,273 | $256K |
| Kestra Advisory Services, LLC | 4,069 | $166K |
| Advisory Services Network, LLC | 1,166 | $48K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +7,965 | +51.5% | 23,441 |
| LPL Financial LLC | +6,314 | +57.9% | 17,226 |
| Clear Creek Financial Management, L | +4,460 | +29.3% | 19,685 |
| Sanctuary Advisors, LLC | +3,898 | +36.8% | 14,477 |
| HighTower Advisors, LLC | +3,716 | +10.2% | 40,208 |
| OSAIC HOLDINGS, INC. | +2,270 | +2.7% | 86,726 |
| Foundations Investment Advisors, LL | +2,203 | +22.1% | 12,175 |
| Cambridge Investment Research Advis | +708 | +2.0% | 36,760 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +300 | +3.7% | 8,363 |
| ENVESTNET ASSET MANAGEMENT INC | +263 | +2.0% | 13,407 |
| Harvest Investment Services, LLC | +259 | +1.2% | 20,980 |
| Arkadios Wealth Advisors | +50 | +0.5% | 9,868 |
| Bullseye Investment Management, LLC | +13 | +0.1% | 18,128 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.1% | 1,833 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Integrated Wealth Concepts LLC | -20,550 | -11.2% | 163,627 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -658 | -2.2% | 29,064 |
| Geneos Wealth Management Inc. | -172 | -3.4% | 4,892 |
| &PARTNERS | -148 | -1.4% | 10,693 |