XPND β€” FIRST TRUST EXPANDED TECHNOLOGY ETF

Ownership history in Arkadios Wealth Advisors  Β·  3 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows XPND at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XPND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in FIRST TRUST EXPANDED TECHNOLOGY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XPND was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held XPND β€” position size vs. price
% of Fund (quarterly)    XPND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,721 +368 +3.9% 0.01% $351K 2026-02-14 (Est.) $34.06
2025 Q3 ADDED 9,353 +1,144 +13.9% 0.01% $339K 2025-10-29 $38.27
2025 Q2 INITIATED 8,209 β€” β€” 0.01% $276K 2025-08-04 $33.90

🏒 Other funds also holding XPND

As of 2026 Q1 β€” sorted by position size

NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.05% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Arkadios Wealth Advisors and XPND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning XPND?

Arkadios Wealth Advisors reported XPND across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XPND position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for XPND was 0.01% in 2025 Q2.

What is the latest reported XPND position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 9,721 shares, equal to 0.01% of portfolio, with an estimated market value of $351K.

What does the chart on this XPND ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly XPND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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