XPND - ETF AI Analysis
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First Trust Expanded Technology ETF (XPND)
XPND, the First Trust Expanded Technology ETF, has a solid overall rating driven mainly by high-quality tech leaders like Alphabet, Microsoft, and Apple, which benefit from strong financial performance, growth in AI and cloud, and generally supportive technical trends. The fund’s rating is held back somewhat by several holdings with bearish or mixed technical signals and high valuations, such as Visa, Mastercard, Nvidia, and Palo Alto Networks. The main risk factor is its heavy concentration in technology and AI-focused companies, which can make the ETF more sensitive to sector downturns and valuation corrections.
XPND vs. SPDR S&P 500 ETF (SPY)
- AUM
- 38.49M
- Region
- North America
- Expense Ratio
- 0.65%
- Beta
- 1.34
- Issuer
- First Trust
- Inception Date
- Jun 14, 2021
- Dividend Yield
- 0.09%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
XPND Summary
First Trust Expanded Technology ETF (XPND) is a fund that focuses on the broad technology theme rather than tracking a specific index. It invests mainly in U.S. companies involved in areas like artificial intelligence, cybersecurity, cloud computing, and the Internet of Things. Well-known holdings include Apple, Nvidia, Alphabet (Google), Visa, and Mastercard, along with other major tech and digital payment firms. Someone might invest in XPND for growth potential and easy diversification across many leading and emerging tech companies. A key risk is that it is heavily tilted toward technology, so its value can rise and fall sharply with the tech sector.
How much will it cost me?
The First Trust Expanded Technology ETF (XPND) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on a specialized portfolio of technology companies rather than tracking a broad index.
What would affect this ETF?
The First Trust Expanded Technology ETF (XPND) could benefit from continued growth in areas like artificial intelligence, cloud computing, and cybersecurity, as these technologies drive innovation and demand across industries. However, rising interest rates or economic slowdowns could negatively impact the technology sector, as higher borrowing costs and reduced consumer spending may affect growth for both established companies like Apple and Microsoft and emerging innovators. Additionally, regulatory scrutiny on major tech firms such as Alphabet and Meta could pose challenges to the ETF's performance.
XPND Top 10 Holdings
XPND is leaning hard into U.S. big tech and AI, with Nvidia, Apple, Microsoft, and Alphabet forming the core engine of the fund. Nvidia and Apple have been rising steadily, helping power returns, while Microsoft and Alphabet are more mixed lately, occasionally losing steam and tempering the upside. The real spark comes from high-flying names like Palo Alto Networks and Palantir, which have been strong but volatile drivers. There’s also a nod to digital infrastructure and payments via Cisco and Visa, though these have been more of a steady, sometimes lagging ballast than a growth rocket.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 4.94% | $1.92M | $4.95T | 30.91% | 79Outperform |
 V | Visa | 4.89% | $1.90M | $761.48B | 17.46% | 70Outperform |
 MSFT | Microsoft | 4.78% | $1.86M | $3.95T | 2.95% | 79Outperform |
 MA | Mastercard | 4.81% | $1.87M | $543.49B | 8.84% | 75Outperform |
 PLTR | Palantir Technologies | 4.93% | $1.91M | $484.74B | 11.13% | 74Outperform |
 GOOGL | Alphabet Class A | 4.49% | $1.75M | $4.14T | 33.66% | 85Outperform |
 NVDA | Nvidia | 4.58% | $1.78M | $5.22T | 22.53% | 76Outperform |
 CSCO | Cisco Systems | 4.42% | $1.72M | $422.88B | 51.67% | 77Outperform |
 PANW | Palo Alto Networks | 4.14% | $1.61M | $278.35B | 61.96% | 73Outperform |
 AVGO | Broadcom | 4.15% | $1.61M | $1.60T | -1.42% | 76Outperform |
XPND Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XPND, the sentiment is Negative. The current price of 38.87 is below the 20-day moving average (MA) of 40.08, below the 50-day MA of 39.52, and above the 200-day MA of 37.64, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 42.55 is Neutral, neither overbought nor oversold. The STOCH value of 16.19 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XPND.
XPND Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| XPND | $38.87 | $45.00(15.76% Upside) | $38.49M | 0.65% | 76Outperform |
 CCSO | $24.64 | $32.86(33.36% Upside) | $44.13M | 0.35% | 68Neutral |
 LRNZ | $63.38 | $88.38(39.45% Upside) | $41.35M | 0.69% | 66Neutral |
 BUIL | $23.86 | $36.64(53.56% Upside) | $39.64M | 0.65% | 68Neutral |
 TEC | $33.62 | $42.83(27.39% Upside) | $7.44M | 0.69% | 74Outperform |
 USMD | $31.54 | $41.80(32.55% Upside) | $308.44K | 0.87% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| XPND | First Trust Expanded Technology ETF | 38.87 | 1.87 | 5.04% | |
| CCSO | Carbon Collective Climate Solutions U.S. Equity ETF | 24.64 | -0.42 | -1.69% | |
| LRNZ | TrueShares Technology, AI & Deep Learning ETF | 63.38 | 14.73 | 30.29% | |
| BUIL | Rebuild America ETF | 23.86 | -1.00 | -4.01% | |
| TEC | Harbor Transformative Technologies ETF | 33.62 | 5.03 | 17.60% | |
| USMD | CoreValues America First Technology ETF | 31.54 | 6.29 | 24.91% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.