Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EXPANDED TECHNOL
-
Number of holders
-
21
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Total 13F shares, excl. options
-
470,630
-
Shares change
-
+20,579
-
Total reported value, excl. options
-
$15,644,049
-
Value change
-
+$841,569
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Number of buys
-
12
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Number of sells
-
-9
-
Price
-
$33.68
Significant Holders of FIRST TR EXCHNG TRADED FD VI - EXPANDED TECHNOL (XPND) as of Q2 2025
24 filings reported holding XPND - FIRST TR EXCHNG TRADED FD VI - EXPANDED TECHNOL as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - EXPANDED TECHNOL (XPND) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 470,630 shares
.
Largest 10 shareholders include Integrated Wealth Concepts LLC (141,266 shares), OSAIC HOLDINGS, INC. (100,095 shares), Bullseye Investment Management, LLC (37,936 shares), Cambridge Investment Research Advisors, Inc. (34,870 shares), NATIONS FINANCIAL GROUP INC, /IA/ /ADV (32,463 shares), HighTower Advisors, LLC (29,716 shares), Harvest Investment Services, LLC (22,790 shares), Clear Creek Financial Management, LLC (13,725 shares), ENVESTNET ASSET MANAGEMENT INC (9,491 shares), and Foundations Investment Advisors, LLC (9,035 shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.