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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

48 hedge funds and large institutions have $145M invested in First Trust Securitized Plus ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
18
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
$14.1M
2
LPL Financial
LPL Financial
California
$14.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$6.08M
5
FHC
First Heartland Consultants
Missouri
$11M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
AI
Atria Investments
North Carolina
$3.85M
4
Jane Street
Jane Street
New York
$0
5
GWM
Geneos Wealth Management
Colorado
$75K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.08M +$1.08M +41,596 New
CCM
27
Chiron Capital Management
Florida
$997K +$620K +23,913 +165%
BRWM
28
B. Riley Wealth Management
Tennessee
$981K +$537K +20,720 +121%
BRWA
29
B. Riley Wealth Advisors
Florida
$910K +$910K +35,062 New
MOS
30
MGO One Seven
Ohio
$892K +$892K +34,400 New
FH
31
FWG Holdings
Florida
$825K +$825K +31,818 New
SMF
32
Sterling Manor Financial
New York
$810K +$810K +31,224 New
AWA
33
Arkadios Wealth Advisors
Georgia
$772K +$772K +29,807 New
SAM
34
Secure Asset Management
Michigan
$743K +$53.5K +2,064 +8%
AA
35
AlphaMark Advisors
Kentucky
$714K +$714K +27,537 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$652K +$652K +25,138 New
CAMG
37
CWA Asset Management Group
Florida
$648K +$648K +25,000 New
SFP
38
Strategic Financial Partners
Oregon
$623K +$623K +24,005 New
APA
39
American Portfolios Advisors
New York
$529K +$314K +12,100 +146%
AIC
40
Ameritas Investment Company
Nebraska
$497K +$368K +1,110 +285%
FTUS
41
Flow Traders U.S.
New York
$472K +$472K +18,207 New
MML Investors Services
42
MML Investors Services
Massachusetts
$452K +$452K +17,433 New
LJAC
43
L.J. Altfest & Co
New York
$347K +$20.5K +790 +6%
SWM
44
Spire Wealth Management
Virginia
$262K +$262K +10,099 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$259K +$259K +10,014 New
GWM
46
Geneos Wealth Management
Colorado
$75K -$1.81K -70 -2%
HI
47
Harbour Investments
Wisconsin
$44K +$44K +1,692 New
Wells Fargo
48
Wells Fargo
California
$16K +$16K +616 New
CS
49
Credit Suisse
Switzerland
– -$2.16M -83,703 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$1.09M -42,296 Closed
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