Home › Stocks › XPND

XPND — FIRST TR EXCHNG TRADED FD VI

Reported value held$24.86M
Funds holding (latest)32
Sector—

XPND (FIRST TR EXCHNG TRADED FD VI) is tracked on HoldingsHub across five years of quarterly 13F filings. 32 funds have reported positions historically, with the sum of their latest reported stakes valued at $24.86M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 31 funds

FundSharesValuePortfolio WeightChange
Integrated Wealth Concepts LLC history 163.63K $6.85M 0.03% New
OSAIC HOLDINGS, INC. history 86.73K $3.63M 0.01% New
HighTower Advisors, LLC history 40.21K $1.68M 0.00% New
Cambridge Investment Research Advisors, Inc. history 36.76K $1.54M 0.00% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history 29.06K $1.22M 0.06% New
Citadel Advisors history 23.44K $980.84K 0.00% Add
Harvest Investment Services, LLC history 20.98K $877.87K 0.14% New
Clear Creek Financial Management, LLC history 19.68K $823.68K 0.05% New
Bullseye Investment Management, LLC history 18.13K $758.53K 0.37% New
LPL Financial LLC history 17.23K $720.79K 0.00% New
Sanctuary Advisors, LLC history 14.48K $605.78K 0.00% New
Goldman Sachs Group history 13.83K $578.61K 0.00% New
ENVESTNET ASSET MANAGEMENT INC history 13.41K $560.99K 0.00% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history 12.18K $509.44K 0.01% New
&PARTNERS history 10.69K $447.43K 0.00% New
Arkadios Wealth Advisors history 9.87K $412.91K 0.01% New
KESTRA PRIVATE WEALTH SERVICES, LLC history 8.36K $349.95K 0.00% New
Concurrent Investment Advisors, LLC history 5.85K $244.95K 0.00% New
Cetera Investment Advisers history 5.17K $216.46K 0.00% New
Geneos Wealth Management Inc. history 4.89K $204.68K 0.00% New
HAZLETT, BURT & WATSON, INC. history 4.20K $176.00K 0.05% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history 2.87K $117.46K 0.01% New
PRIVATE TRUST CO NA history 1.90K $79.50K 0.01% New
HARBOUR INVESTMENTS, INC. history 1.83K $76.69K 0.00% New
IFP Advisors, Inc history 1.06K $44.27K 0.00% New
AE Wealth Management LLC history 730 $30.55K 0.00% New
Colonial Trust Advisors history 562 $23.52K 0.00% New
Ashton Thomas Private Wealth, LLC history 260 $10.88K 0.00% New
UBS Group AG history 150 $6.28K 0.00% New
Wells Fargo & Co history 125 $5.23K 0.00% New
Morgan Stanley history 1 $67 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 15.48K $508.00K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Two Sigma Investments history 30.00K $1.08M 0.00% New
Citadel Advisors history 16.31K $588.80K 0.00% New
Morgan Stanley history 1 $53 0.00% Hold

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 44 $1.60K 0.00% New
Morgan Stanley history 1 $37 0.00% Hold

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1 $34 0.00% New

View all 32 fund holders →

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025
Integrated Wealth Concepts LLC 163.63K — — — —
OSAIC HOLDINGS, INC. 86.73K — — — —
HighTower Advisors, LLC 40.21K — — — —
Cambridge Investment Research Advisors, Inc. 36.76K — — — —
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 29.06K — — — —
Citadel Advisors 23.44K 15.48K 16.31K — —
Harvest Investment Services, LLC 20.98K — — — —
Clear Creek Financial Management, LLC 19.68K — — — —
Bullseye Investment Management, LLC 18.13K — — — —
LPL Financial LLC 17.23K — — — —
Sanctuary Advisors, LLC 14.48K — — — —
Goldman Sachs Group 13.83K — — — —
ENVESTNET ASSET MANAGEMENT INC 13.41K — — — —
FOUNDATIONS INVESTMENT ADVISORS, LLC 12.18K — — — —
&PARTNERS 10.69K — — — —
Arkadios Wealth Advisors 9.87K — — — —
KESTRA PRIVATE WEALTH SERVICES, LLC 8.36K — — — —
Concurrent Investment Advisors, LLC 5.85K — — — —
Cetera Investment Advisers 5.17K — — — —
Geneos Wealth Management Inc. 4.89K — — — —

Download holders (CSV)