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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

62 hedge funds and large institutions have $173M invested in First Trust Securitized Plus ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+14
Holders Change %
+29.17%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
17
Increased
23
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Palladium Partners
Virginia
$23.5M
2
Victory Capital Management
Victory Capital Management
Texas
$5.49M
3
CAG
Csenge Advisory Group
Florida
$6.77M
4
SMF
Sterling Manor Financial
New York
$4.51M
5
SCA
Snowden Capital Advisors
New York
$3.41M

Top Sellers

1
FHC
First Heartland Consultants
Missouri
$5.82M
2
Truist Financial
Truist Financial
North Carolina
$0
3
WS
Wedbush Securities
California
$589K
4
CWM
Cornerstone Wealth Management
Missouri
$1.37M
5
CAMG
CWA Asset Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.55M -$406K -15,639 -21%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.37M +$128K +4,947 +10%
CWM
28
Cornerstone Wealth Management
Missouri
$1.37M -$857K -33,039 -39%
EH
29
Equitable Holdings
New York
$1.35M +$1.35M +52,202 New
CCM
30
Chiron Capital Management
Florida
$1.04M +$46.5K +1,793 +5%
KAS
31
Kestra Advisory Services
Texas
$985K -$93.7K -3,614 -9%
BCM
32
Breiter Capital Management
Florida
$876K -$409K -15,765 -32%
BRWA
33
B. Riley Wealth Advisors
Florida
$875K -$35.5K -1,368 -4%
GM
34
GeoWealth Management
Illinois
$854K +$854K +32,957 New
BCP
35
Blackhawk Capital Partners
Wisconsin
$852K +$852K +32,857 New
Jane Street
36
Jane Street
New York
$806K +$806K +31,078 New
SFP
37
Strategic Financial Partners
Oregon
$790K +$167K +6,430 +27%
MWM
38
Mattern Wealth Management
Kansas
$713K +$713K +27,482 New
AA
39
AlphaMark Advisors
Kentucky
$675K -$39.7K -1,528 -6%
SAM
40
Secure Asset Management
Michigan
$662K -$82.1K -3,162 -11%
FH
41
FWG Holdings
Florida
$639K -$186K -7,172 -23%
WS
42
Wedbush Securities
California
$589K -$1.37M -52,950 -70%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$578K -$74.3K -2,864 -11%
APA
44
American Portfolios Advisors
New York
$576K +$47K +1,811 +9%
AWA
45
Arkadios Wealth Advisors
Georgia
$563K -$210K -8,086 -27%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$500K +$241K +9,286 +93%
RJA
47
Raymond James & Associates
Florida
$485K +$485K +18,715 New
MML Investors Services
48
MML Investors Services
Massachusetts
$466K +$13.6K +526 +3%
MOS
49
MGO One Seven
Ohio
$464K -$423K -16,400 -48%
LJAC
50
L.J. Altfest & Co
New York
$432K +$85.4K +3,293 +25%
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