DEED icon

First Trust Securitized Plus ETF
DEED

36 hedge funds and large institutions have $53.4M invested in First Trust Securitized Plus ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

9% less capital invested

Capital invested by funds: $58.7M → $53.4M (-$5.32M)

10.61% less ownership

Funds ownership: 81.18% → 70.57% (-11%)

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.82M
2
+$976K
3
+$882K
4
Goldman Sachs
Goldman Sachs
New York
+$617K
5
HF
HRT Financial
New York
+$490K

Top Sellers

1
-$2.04M
2
-$780K
3
-$494K
4
NA
NewEdge Advisors
Louisiana
-$320K
5
MWM
Modern Wealth Management
Kansas
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$47.7K
RFP
27
Root Financial Partners
California
$33.3K
HI
28
Harbour Investments
Wisconsin
$26.5K
TPWA
29
Twin Peaks Wealth Advisors
California
$10.9K
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$10.1K
OWP
31
ORG Wealth Partners
Texas
$6.53K
CFD
32
Creative Financial Designs
Indiana
$5.21K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3.75K
NWM
34
Nova Wealth Management
Florida
$3.2K
DCM
35
Davis Capital Management
Florida
$1.43K
MWA
36
Merkkuri Wealth Advisors
New York
$62
GM
37
GeoWealth Management
Illinois
–
MWM
38
Modern Wealth Management
Kansas
–
KAS
39
Kestra Advisory Services
Texas
–
1
2