Who Owns FIRST TR EXCHNG TRADED FD VI EXPAN (XPND)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $23.0M of FIRST TR EXCHNG TRADED FD VI EXPAN (XPND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Integrated Wealth Concepts LLC ($6.8M), OSAIC HOLDINGS, INC. ($3.6M), HighTower Advisors, LLC ($1.7M), Cambridge Investment Research Advisors, Inc. ($1.5M), NATIONS FINANCIAL GROUP INC, /IA/ /ADV ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Integrated Wealth Concepts LLC | $6.8M | 163,627 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $3.6M | 86,726 | Added |
| 3 | HighTower Advisors, LLC | $1.7M | 40,208 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.5M | 36,760 | Added |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M | 29,064 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $980,844 | 23,441 | Added |
| 7 | Harvest Investment Services, LLC | $877,868 | 20,980 | Added |
| 8 | Clear Creek Financial Management, LLC | $823,681 | 19,685 | Added |
| 9 | LPL Financial LLC | $720,789 | 17,226 | Added |
| 10 | Sanctuary Advisors, LLC | $605,783 | 14,477 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $578,606 | 13,828 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $560,990 | 13,407 | Added |
| 13 | Foundations Investment Advisors, LLC | $509,440 | 12,175 | Added |
| 14 | &PARTNERS | $447,428 | 10,693 | Trimmed |
| 15 | Arkadios Wealth Advisors | $412,907 | 9,868 | Added |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $349,947 | 8,363 | Added |
| 17 | Concurrent Investment Advisors, LLC | $244,953 | 5,854 | New |
| 18 | Cetera Investment Advisers | $216,461 | 5,173 | New |
| 19 | Geneos Wealth Management Inc. | $204,681 | 4,892 | Trimmed |
| 20 | HAZLETT, BURT & WATSON, INC. | $176,000 | 4,200 | Hold |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $117,459 | 2,866 | Hold |
| 22 | PRIVATE TRUST CO NA | $79,502 | 1,900 | Hold |
| 23 | HARBOUR INVESTMENTS, INC. | $76,694 | 1,833 | Added |
| 24 | IFP Advisors, Inc | $44,270 | 1,058 | Hold |
| 25 | AE Wealth Management LLC | $30,545 | 730 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30