XPNDFirst Trust Expanded Technology ETF
Seeks long-term capital appreciation.
By First Trust · Launched 2021
Annual Cost
0.65%
#3,433 of 5,861 · average
Fund Size
$42M
#3,817 of 5,861 · mid-size
Return (1Y)Goal
+11.1%
Track Record
5 years
#2,340 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,365+13.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 45.1% of fundmoderately concentrated
Cisco Systems, Inc.
4.7%
Meta Platforms Inc
4.7%
NVIDIA Corp.
4.7%
Alphabet Inc.
4.6%
Visa Inc
4.5%
Apple Inc.
4.4%
Applied Materials Inc.
4.4%
MasterCard Incorporated
4.4%
Lam Research Corporation
4.4%
Netflix, Inc.
4.2%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
77.5%
Communication
13.3%
Financial Services
9.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.6%High
Year-on-year price swings
Max drawdown
-38.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stocks of companies classified as information technology, financial, and communication services sectors, focusing on those dependent on technology. Targets large-cap companies with attractive long-term capital appreciation potential, rebalancing quarterly.
- Inception date
- June 14, 2021
- Fund family
- First Trust
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Data updated on 2026-08-04