Latest Period
Q2 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
29
Shares (Excl. Options)
550,131
Price
$41.84
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / First Trust Expanded Technology ETF
- Symbol
- XPND
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 550,131
- Total 13F value
- $23,016,728
- Portfolio coverage rank
- 0%
- Share change
- -495,219
- Value change
- -$15,925,757
- Number of holders
- 29
- Shares outstanding
- 1,000,334
- SEC-reported price per share
- $39.55
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.
- 29 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 25 to 29 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $34,314,611 to $23,016,728.
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 29 institutions filings for Q2 2026.
Security key
33740U851
Latest holder period
Q2 2026
13F holders
29
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 | 10% | +106% | $4,236,382 | +$1,110,911 | 104,835 | +36% | First Trust Portfolios L.P. | 31 Jul 2026 |
As of 30 Jun 2026, 29 institutional investors reported holding 550,131 shares of First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF (XPND). This represents 55% of the company’s total 1,000,334 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 16% | 163,627 | -11% | 0.03% | $6,846,668 |
| OSAIC HOLDINGS, INC. | 8.7% | 86,726 | +2.7% | 0% | $3,628,759 |
| HighTower Advisors, LLC | 4% | 40,208 | +10% | 0% | $1,682,424 |
| Cambridge Investment Research Advisors, Inc. | 3.7% | 36,760 | +2% | 0% | $1,538,000 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2.9% | 29,064 | -2.2% | 0.06% | $1,216,128 |
| CITADEL ADVISORS LLC | 2.3% | 23,441 | +51% | 0% | $980,844 |
| Harvest Investment Services, LLC | 2.1% | 20,980 | +1.2% | 0.14% | $877,868 |
| Clear Creek Financial Management, LLC | 2% | 19,685 | +29% | 0.05% | $823,681 |
| LPL Financial LLC | 1.7% | 17,226 | +58% | 0% | $720,789 |
| Sanctuary Advisors, LLC | 1.4% | 14,477 | +37% | 0% | $605,783 |
| GOLDMAN SACHS GROUP INC | 1.4% | 13,828 | 0% | $578,606 | |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 13,407 | +2% | 0% | $560,990 |
| Foundations Investment Advisors, LLC | 1.2% | 12,175 | +22% | 0.01% | $509,440 |
| &PARTNERS | 1.1% | 10,693 | -1.4% | 0% | $447,428 |
| Arkadios Wealth Advisors | 0.99% | 9,868 | +0.51% | 0.01% | $412,907 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.84% | 8,363 | +3.7% | 0% | $349,947 |
| Concurrent Investment Advisors, LLC | 0.59% | 5,854 | 0% | $244,953 | |
| Cetera Investment Advisers | 0.52% | 5,173 | 0% | $216,461 | |
| Geneos Wealth Management Inc. | 0.49% | 4,892 | -3.4% | 0% | $204,681 |
| HAZLETT, BURT & WATSON, INC. | 0.42% | 4,200 | 0% | 0.05% | $176,000 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.29% | 2,866 | 0% | 0.01% | $117,459 |
| PRIVATE TRUST CO NA | 0.19% | 1,900 | 0% | 0.01% | $79,502 |
| HARBOUR INVESTMENTS, INC. | 0.18% | 1,833 | +0.05% | 0% | $76,694 |
| IFP Advisors, Inc | 0.11% | 1,058 | 0% | 0% | $44,270 |
| AE Wealth Management LLC | 0.07% | 730 | 0% | 0% | $30,545 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
21
Latest
Q2 2026
Rows shown
1-21 of 21
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 550,131 | $23,016,728 | -$15,925,757 | $41.84 | 29 |
| 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 |