FIRST TR EXCHNG TRADED FD VI (XPND)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
28
Reporting holders
$21.3M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | $6.8M | 163,627 | 0.03% | 2q | -11.2%-$859.9K |
| OSAIC HOLDINGS, INC. | $3.6M | 86,726 | 0.00% | 17q | +2.7%+$95.0K |
| HighTower Advisors, LLC | $1.7M | 40,208 | 0.00% | 8q | +10.2%+$155.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 29,064 | 0.06% | 6q | -2.2%-$27.5K |
| CITADEL ADVISORS LLC | $980.8K | 23,441 | 0.00% | 3q | +51.5%+$333.3K |
| Harvest Investment Services, LLC | $877.9K | 20,980 | 0.14% | 8q | +1.2%+$10.8K |
| Clear Creek Financial Management, LLC | $823.7K | 19,685 | 0.05% | 5q | +29.3%+$186.6K |
| LPL Financial LLC | $720.8K | 17,226 | 0.00% | 2q | +57.9%+$264.2K |
| Sanctuary Advisors, LLC | $605.8K | 14,477 | 0.00% | 4q | +36.8%+$163.1K |
| GOLDMAN SACHS GROUP INC | $578.6K | 13,828 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $561.0K | 13,407 | 0.00% | 5q | +2.0%+$11.0K |
| Foundations Investment Advisors, LLC | $509.4K | 12,175 | 0.01% | 5q | +22.1%+$92.2K |
| &PARTNERS | $447.4K | 10,693 | 0.00% | 5q | -1.4%-$6.2K |
| Arkadios Wealth Advisors | $412.9K | 9,868 | 0.01% | 5q | +0.5%+$2.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $349.9K | 8,363 | 0.00% | 5q | +3.7%+$12.6K |
| Concurrent Investment Advisors, LLC | $245.0K | 5,854 | 0.00% | new | NEW |
| Cetera Investment Advisers | $216.5K | 5,173 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $204.7K | 4,892 | 0.00% | 10q | -3.4%-$7.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $117.5K | 2,866 | 0.01% | 3q | HELD |
| PRIVATE TRUST CO NA | $79.5K | 1,900 | 0.01% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $76.7K | 1,833 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $44.3K | 1,058 | 0.00% | 4q | HELD |
| AE Wealth Management LLC | $30.5K | 730 | 0.00% | 7q | HELD |
| Colonial Trust Advisors | $23.5K | 562 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $10.9K | 260 | 0.00% | 2q | HELD |
| UBS Group AG | $6.3K | 150 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $5.2K | 125 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 73,520 | 0.00% | 13q | +103.9%+$1.6K |
| HAZLETT, BURT & WATSON, INC. | $176 | 4,200 | 0.05% | 16q | HELD |
| MORGAN STANLEY | $67 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 10.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 28 | $21.3M | 509,172 | 7 | 11 | 4 | 0.0% |
| Q1 2026 | 23 | $33.0M | 1,005,098 | 5 | 9 | 5 | 0.0% |
| Q4 2025 | 24 | $29.1M | 807,274 | 6 | 6 | 5 | 0.0% |
| Q3 2025 | 24 | $16.7M | 473,975 | 6 | 9 | 3 | 0.0% |
| Q2 2025 | 19 | $14.3M | 431,160 | 10 | 1 | 6 | 0.0% |
| Q1 2025 | 12 | $11.7M | 414,357 | 4 | 6 | 1 | 0.0% |
| Q4 2024 | 14 | $8.1M | 265,120 | 6 | 3 | 4 | 0.0% |
| Q3 2024 | 8 | $10.2M | 355,592 | 3 | 1 | 4 | 0.0% |
| Q2 2024 | 8 | $10.0M | 356,097 | 3 | 1 | 4 | 0.0% |
| Q1 2024 | 6 | $9.4M | 355,575 | 2 | 2 | 2 | 0.0% |
| Q4 2023 | 4 | $7.3M | 311,304 | 2 | 1 | 1 | 0.0% |
| Q3 2023 | 3 | $2.9M | 140,579 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $3.3M | 157,533 | 0 | 3 | 2 | 0.0% |
| Q1 2023 | 6 | $5.3M | 287,261 | 2 | 3 | 0 | 0.0% |
| Q4 2022 | 5 | $14.8M | 921,047 | 3 | 0 | 1 | 0.0% |
| Q3 2022 | 4 | $752.0K | 50,239 | 1 | 2 | 0 | 0.0% |
| Q2 2022 | 6 | $13.8M | 860,684 | 5 | 0 | 1 | 0.0% |
| Q1 2022 | 2 | $893.0K | 44,261 | 1 | 1 | 0 | 0.0% |
| Q4 2021 | 3 | $18.2M | 790,543 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $14.2M | 696,669 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 3 | $11.2M | 540,493 | 3 | 0 | 0 | 0.0% |