Latest Period
Q1 2026
Security Snapshot
First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND) Institutional Ownership
CUSIP: 33740U851
13F Institutional Holders and Ownership History from Q2 2021 to Q2 2026
Institutions Reporting
25
Shares (Excl. Options)
1,045,350
Price
$32.82
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- Security type / class
- Equity / First Trust Expanded Technology ETF
- Symbol
- XPND
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,045,350
- Total 13F value
- $34,314,611
- Portfolio coverage rank
- 0%
- Share change
- +198,357
- Value change
- +$6,335,433
- Number of holders
- 25
- Shares outstanding
- 1,498,915
- SEC-reported price per share
- $40.41
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- XPND - First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF is tracked under CUSIP 33740U851.
- 25 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 25 to 10 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $34,314,611 to $4,600,819.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 25 institutions filings for Q1 2026.
Security key
33740U851
Latest holder period
Q1 2026
13F holders
25
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33740U851:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
XPND
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.2% | $2,792,513 | 77,344 | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Mar 2026, 25 institutional investors reported holding 1,045,350 shares of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND). This represents 70% of the company’s total 1,498,915 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Ferguson Shapiro LLC | 35% | 530,624 | +12% | 5.3% | $17,417,734 |
| Integrated Wealth Concepts LLC | 12% | 184,177 | 0.05% | $6,045,613 | |
| OSAIC HOLDINGS, INC. | 5.6% | 84,456 | -6.2% | 0% | $2,772,707 |
| HighTower Advisors, LLC | 2.4% | 36,492 | +1.8% | 0% | $1,197,847 |
| Cambridge Investment Research Advisors, Inc. | 2.4% | 36,052 | +2.7% | 0% | $1,183,000 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2% | 29,722 | -4.6% | 0.05% | $975,625 |
| Harvest Investment Services, LLC | 1.4% | 20,721 | +2.4% | 0.12% | $680,167 |
| CITADEL ADVISORS LLC | 1% | 15,476 | -5.1% | 0% | $508,000 |
| Clear Creek Financial Management, LLC | 1% | 15,225 | +7.8% | 0.04% | $499,761 |
| ENVESTNET ASSET MANAGEMENT INC | 0.88% | 13,144 | +5.5% | 0% | $431,466 |
| LPL Financial LLC | 0.73% | 10,912 | 0% | $358,186 | |
| &PARTNERS | 0.72% | 10,841 | +6.7% | 0% | $355,856 |
| Sanctuary Advisors, LLC | 0.71% | 10,579 | +8.9% | 0% | $347,245 |
| Foundations Investment Advisors, LLC | 0.67% | 9,972 | -4.3% | 0% | $327,331 |
| Arkadios Wealth Advisors | 0.66% | 9,818 | +1% | 0.01% | $322,276 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.54% | 8,063 | -5.8% | 0% | $264,665 |
| Geneos Wealth Management Inc. | 0.34% | 5,064 | +3.7% | 0% | $166,251 |
| HAZLETT, BURT & WATSON, INC. | 0.28% | 4,200 | -8.7% | 0.04% | $138,000 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.19% | 2,866 | 0% | 0.01% | $94,853 |
| PRIVATE TRUST CO NA | 0.13% | 1,900 | 0.01% | $62,368 | |
| HARBOUR INVESTMENTS, INC. | 0.12% | 1,832 | -0.05% | 0% | $60,160 |
| Advisory Services Network, LLC | 0.08% | 1,166 | 0% | $38,274 | |
| IFP Advisors, Inc | 0.07% | 1,058 | 0% | 0% | $34,729 |
| AE Wealth Management LLC | 0.05% | 730 | 0% | 0% | $23,962 |
| Ashton Thomas Private Wealth, LLC | 0.02% | 260 | 0% | $8,535 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
21
Latest
Q1 2026
Rows shown
1-21 of 21
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 110,010 | $4,600,819 | -$16,971,519 | $41.84 | 10 |
| 2026 Q1 | 1,045,350 | $34,314,611 | +$6,335,433 | $32.82 | 25 |
| 2025 Q4 | 846,993 | $30,581,257 | +$13,373,706 | $36.10 | 26 |
| 2025 Q3 | 513,703 | $18,138,607 | +$1,567,699 | $36.29 | 26 |
| 2025 Q2 | 470,630 | $15,644,049 | +$841,569 | $33.68 | 21 |
| 2025 Q1 | 450,051 | $12,707,787 | +$4,025,358 | $28.24 | 14 |
| 2024 Q4 | 303,256 | $9,223,119 | -$2,725,205 | $30.41 | 16 |
| 2024 Q3 | 392,892 | $11,290,785 | +$14,515 | $28.74 | 10 |
| 2024 Q2 | 393,999 | $11,082,441 | +$125,257 | $28.13 | 10 |
| 2024 Q1 | 389,546 | $10,338,741 | +$1,157,332 | $26.54 | 8 |
| 2023 Q4 | 345,935 | $8,126,973 | +$4,174,544 | $23.49 | 6 |
| 2023 Q3 | 173,690 | $3,550,265 | -$6,667 | $20.44 | 5 |
| 2023 Q2 | 173,532 | $3,632,007 | -$2,474,799 | $20.93 | 7 |
| 2023 Q1 | 291,861 | $5,367,814 | -$10,144,056 | $18.39 | 7 |
| 2022 Q4 | 925,647 | $14,912,486 | +$14,102,559 | $16.11 | 6 |
| 2022 Q3 | 50,239 | $752,000 | -$12,981,602 | $15.02 | 4 |
| 2022 Q2 | 860,684 | $13,763,000 | +$13,054,163 | $16.00 | 6 |
| 2022 Q1 | 44,261 | $893,000 | -$17,161,802 | $26.75 | 2 |
| 2021 Q4 | 790,543 | $18,167,000 | +$18,144,000 | $22.99 | 3 |
| 2021 Q3 | 696,669 | $14,191,000 | +$3,152,835 | $20.19 | 2 |
| 2021 Q2 | 540,493 | $11,242,000 | +$11,242,000 | $20.80 | 3 |