XPND · First Trust Expanded Technology ETF ETF
$38.82
+0.03 (+0.07%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $980,841
Total Shares: 23,441
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 1 13F filers · Δ vs Sep 30, 2024Top Holder
100.0%
+39.2 pts
Top 5
100.0%
+9.3 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,031
Quarterly Activity
vs Sep 30, 2024
New
0
Increased
1
Decreased
0
Sold Out
7
Unchanged
0
Holder count:
-7
Institutional value:
-90.6%
Shares held:
-93.6%
Top Buyers
vs Sep 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +330 | 23,441 |
Top Sellers
vs Sep 30, 2024No qualifying movers this quarter.
Top New Positions
vs Sep 30, 2024No new positions this quarter.
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | 221,225 | $6,358,006 | |
| Large Cambridge Investment Research Advisors, Inc. | 32,700 | $939,798 | |
| Small Harvest Investment Services, LLC | 28,068 | $806,674 | |
| Large HighTower Advisors, LLC | 24,769 | $711,861 | |
| Micro SFI Advisors, LLC | 23,286 | $669,239 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC XPND | $980,841 | 100.00% | 23,441 | Shares | 2026-09-02 |