# FIRST TR EXCHNG TRADED FD VI (XPND)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XPND/

- Reporting holders: 31
- Reported value: $33.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $13.7M | 327,254 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $3.6M | 86,726 | 0.0% | 17 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $3.1M | 73,520 | 0.0% | 13 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.0M | 46,882 | 0.0% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $1.7M | 40,208 | 0.0% | 8 |
| [NATIONS FINANCIAL GROUP INC, /IA/ /ADV](https://holderbook.com/funds/1109767-nations-financial-group-inc-ia-adv/) | $1.2M | 29,064 | 0.1% | 6 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.1M | 26,814 | 0.0% | 5 |
| [Harvest Investment Services, LLC](https://holderbook.com/funds/1591097-harvest-investment-services-llc/) | $877.9K | 20,980 | 0.1% | 8 |
| [Clear Creek Financial Management, LLC](https://holderbook.com/funds/1784235-clear-creek-financial-management-llc/) | $823.7K | 19,685 | 0.1% | 5 |
| [Bullseye Investment Management, LLC](https://holderbook.com/funds/1912451-bullseye-investment-management-llc/) | $758.5K | 18,128 | 0.4% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $720.8K | 17,226 | 0.0% | 2 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $605.8K | 14,477 | 0.0% | 4 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $578.6K | 13,828 | 0.0% | 1 |
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $509.4K | 12,175 | 0.0% | 5 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $447.4K | 10,693 | 0.0% | 5 |
| [Arkadios Wealth Advisors](https://holderbook.com/funds/1800798-arkadios-wealth-advisors/) | $412.9K | 9,868 | 0.0% | 5 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $349.9K | 8,363 | 0.0% | 5 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $245.0K | 5,854 | 0.0% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $216.5K | 5,173 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $204.7K | 4,892 | 0.0% | 10 |
| [HAZLETT, BURT & WATSON, INC.](https://holderbook.com/funds/46392-hazlett-burt-watson-inc/) | $176.0K | 4,200 | 0.0% | 16 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $117.5K | 2,866 | 0.0% | 3 |
| [PRIVATE TRUST CO NA](https://holderbook.com/funds/1277557-private-trust-co-na/) | $79.5K | 1,900 | 0.0% | 2 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $76.7K | 1,833 | 0.0% | 7 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $44.3K | 1,058 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 31 | $33.7M |
| Q1 2026 | 26 | $34.9M |
| Q4 2025 | 27 | $31.9M |
| Q3 2025 | 26 | $18.1M |
| Q2 2025 | 21 | $15.6M |
| Q1 2025 | 14 | $12.8M |
| Q4 2024 | 16 | $9.2M |
| Q3 2024 | 10 | $11.3M |
| Q2 2024 | 10 | $11.1M |
| Q1 2024 | 8 | $10.3M |
| Q4 2023 | 6 | $8.1M |
| Q3 2023 | 5 | $3.6M |