Vault-13

FIRST TR EXCHNG TRADED FD VI XPND

EXPANDED TECHNOL · ETP · CUSIP 33740U851

30 institutional holders +5 vs Q1 2026
586,892586.9k shares reported held*
$24.6mreported value*
7 new 13 added 4 reduced 2 sold out net sold ≈ $19.2m (-458.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $41.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 5Q4 22: 7Q1 23: 8Q2 23: 8Q3 23: 6Q4 23: 7Q1 24: 9Q2 24: 11Q3 24: 11Q4 24: 17Q1 25: 15Q2 25: 22Q3 25: 26Q4 25: 26Q1 26: 25Q2 26: 3030Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20227
Q1 20238
Q2 20238
Q3 20236
Q4 20237
Q1 20249
Q2 202411
Q3 202411
Q4 202417
Q1 202515
Q2 202522
Q3 202526
Q4 202526
Q1 202625
Q2 202630

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 4 bought or addedQ3 24: 8 cut or sold outQ4 24: 10 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 7 cut or sold outQ2 25: 12 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 4 cut or sold outQ4 25: 13 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 13 cut or sold outQ2 26: 20 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202448
Q4 2024105
Q1 2025117
Q2 2025129
Q3 2025174
Q4 20251311
Q1 20261513
Q2 2026206

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +37,468+37.5k
GOLDMAN SACHS GROUP INC New +13,828+13.8k
CITADEL ADVISORS LLC Added +7,965+8.0k
LPL Financial LLC Added +6,314+6.3k
Concurrent Investment Advisors, LLC New +5,854+5.9k
Cetera Investment Advisers New +5,173+5.2k
Clear Creek Financial Management, LLC Added +4,460+4.5k
Sanctuary Advisors, LLC Added +3,898+3.9k
HighTower Advisors, LLC Added +3,716+3.7k
OSAIC HOLDINGS, INC. Added +2,270+2.3k

Biggest sellers

Ferguson Shapiro LLC Sold out -530,624-530.6k
Integrated Wealth Concepts LLC Reduced -20,550-20.6k
Advisory Services Network, LLC Sold out -1,166-1.2k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Reduced -658-658
Geneos Wealth Management Inc. Reduced -172-172
&PARTNERS Reduced -148-148

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +5.3 pts · filed 2026-08-07 10.5% +5.3 pts 104.8k≈ $4.4m 2026-08-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 163,627163.6k $6.8m $6.8m 0.03% Reduced -20.6k -20,550
2 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 86,72686.7k $3.6m $3.6m 0.00% Added +2.3k +2,270
3 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 73,52073.5k $3.1m $3.1m 0.00% Added +37.5k +37,468
4 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,20840.2k $1.7m $1.7m 0.00% Added +3.7k +3,716
5 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.06% of their portfolio CEDAR RAPIDS, IA 29,06429.1k $1.2m $1.2m 0.06% Reduced -658 -658
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,44123.4k $980.8k $980.8k 0.00% Added +8.0k +7,965
7 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 20,98021.0k $877.9k $877.9k 0.14% Added +259 +259
8 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 19,68519.7k $823.7k $823.7k 0.05% Added +4.5k +4,460
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,22617.2k $720.8k $720.8k 0.00% Added +6.3k +6,314
10 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,47714.5k $605.8k $605.8k 0.00% Added +3.9k +3,898
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,82813.8k $578.6k $578.6k 0.00% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,40713.4k $561.0k $561.0k 0.00% Added +263 +263
13 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 12,17512.2k $509.4k $509.4k 0.01% Added +2.2k +2,203
14 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,69310.7k $447.4k $447.4k 0.00% Reduced -148 -148
15 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,8689.9k $412.9k $412.9k 0.01% Added +50 +50
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 8,3638.4k $349.9k $349.9k 0.00% Added +300 +300
17 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,8545.9k $245.0k $245.0k 0.00% New
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,1735.2k $216.5k $216.5k 0.00% New
19 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,8924.9k $204.7k $204.7k 0.00% Reduced -172 -172
20 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 4,2004.2k $176.0k $176.0k 0.05% Unchanged
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 2,8662.9k $117.5k $117.5k 0.01% Unchanged
22 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9001.9k $79.5k $79.5k 0.01% Unchanged
23 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8331.8k $76.7k $76.7k 0.00% Added +1 +1
24 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0581.1k $44.3k $44.3k 0.00% Unchanged
25 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 730730 $30.5k $30.5k 0.00% Unchanged
26 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 562562 $23.5k $23.5k 0.00% New
27 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 260260 $10.9k $10.9k 0.00% Unchanged
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 150150 $6.3k $6.3k 0.00% New
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 125125 $5.2k $5.2k 0.00% New
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $67 $67 0.00% New