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XPNDXPND
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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in FIRST TR EXCHNG TRADED FD VI

Yes. Osaic holds 86,726 shares of XPND, worth $3.6M, as of its Q2 2026 13F filing. It increased the position by 2,270 shares (+2.7%) from Q1 2026. Osaic has held XPND since Q2 2022, across 17 quarterly 13F filings.

Current Value

$3.6M

Current Shares

86,726

Total Value Change

-$2.7M

Total Shares Change

-134,499

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
86,726
+2.7%
$3.6M0.0%$41.84
27
2026-Q1
Decreased
84,456
-6.2%
$2.8M0.0%$34.17
0
2025-Q4
Decreased
89,996
-10.5%
$3.2M0.0%$36.48
0
2025-Q3
Increased
100,542
+0.5%
$3.5M0.0%$36.19
27
2025-Q2
Increased
100,095
+1.5%
$3.4M0.0%$33.19
27
2025-Q1
Increased
98,632
+2.5%
$2.8M0.0%$28.15
27
2024-Q4
Decreased
96,270
-56.5%
$2.9M0.0%$30.63
0
2024-Q3
Decreased
221,225
-0.9%
$6.4M0.0%$28.61
0

Other major holders of XPND: Cerity Partners LLC, Integrated Wealth Concepts LLC

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