XPND

First Trust Expanded Tech

Latest period2026 - Q1Total superinvestors25

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 25 superinvestors own shares of First Trust Expanded Tech (XPND), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Expanded Tech (XPND), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Expanded Tech (XPND) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Expanded Tech (XPND) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Kevin Ferguson@Ferguson Shapiro Llc Recent Activity Increased 12.03%	5.31%	$17.418M 530,624 shares@ 32.83 avg price	Increased 12.03%
Ann L. Swartz@Integrated Wealth Concepts Llc Recent Activity New Position	0.05%	$6.046M 184,177 shares@ 32.83 avg price	New Position
Shawn Mihal@Osaic Holdings, Inc. Recent Activity Decreased -6.15%	0.01%	$2.773M 84,456 shares@ 32.84 avg price	Decreased -6.15%
Gary Davis, Jr.@Hightower Advisors, Llc Recent Activity Increased 1.76%	0.01%	$1.198M 36,492 shares@ 32.83 avg price	Increased 1.76%
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc. Recent Activity Increased 2.66%	0.01%	$1.183M 36,052 shares@ 32.82 avg price	Increased 2.66%
Joseph Schuessler@Nations Financial Group Inc, Ia Adv Recent Activity Decreased -4.6%	0.06%	$975,625 29,722 shares@ 32.83 avg price	Decreased -4.6%
Scott A. Bradtmiller@Harvest Investment Services, Llc Recent Activity Increased 2.41%	0.13%	$680,167 20,721 shares@ 32.83 avg price	Increased 2.41%
Seth Levy@Citadel Advisors Llc Recent Activity Decreased -5.1%	0.01%	$508,000 15,476 shares@ 32.83 avg price	Decreased -5.1%
Ashley Smith-Roos@Clear Creek Financial Management, Llc Recent Activity Increased 7.79%	0.04%	$499,761 15,225 shares@ 32.83 avg price	Increased 7.79%
Sean P. Skuja@Envestnet Asset Management Inc Recent Activity Increased 5.48%	0.01%	$431,466 13,144 shares@ 32.83 avg price	Increased 5.48%

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