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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

64 hedge funds and large institutions have $211M invested in First Trust Securitized Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.9M
2
MWM
2
Mattern Wealth Management
Kansas
$9.9M
3
PP
3
Palladium Partners
Virginia
$32.4M
4
DWM
4
Darwin Wealth Management
Florida
$16.4M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$5.79M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$217K
2
CAG
2
Csenge Advisory Group
Florida
$1.88M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$1.81M +$1.81M +70,541 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.54M +$1.54M +59,774 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.51M -$28.3K -1,102 -2%
EH
29
Equitable Holdings
New York
$1.42M +$80.6K +3,136 +6%
BFG
30
Barber Financial Group
Kansas
$1.35M +$1.35M +52,519 New
CPIG
31
Chicago Partners Investment Group
Illinois
$1.33M +$1.79K +72 +0.1%
NA
32
NewEdge Advisors
Louisiana
$1.17M -$559K -21,755 -32%
W
33
WealthOne
New York
$1.15M +$863K +33,551 +305%
RFN
34
RDA Financial Network
Iowa
$1.1M +$1.1M +42,896 New
CCM
35
Chiron Capital Management
Florida
$1.04M +$7.45K +290 +0.7%
KAS
36
Kestra Advisory Services
Texas
$917K -$58.6K -2,282 -6%
SFP
37
Strategic Financial Partners
Oregon
$788K +$5.68K +221 +0.7%
SAM
38
Secure Asset Management
Michigan
$758K +$103K +3,999 +16%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$655K +$82.9K +3,229 +14%
BRWA
40
B. Riley Wealth Advisors
Florida
$582K -$285K -11,082 -33%
BCM
41
Breiter Capital Management
Florida
$571K -$297K -11,565 -34%
APA
42
American Portfolios Advisors
New York
$571K – – –
LJAC
43
L.J. Altfest & Co
New York
$559K +$131K +5,111 +31%
RJA
44
Raymond James & Associates
Florida
$519K +$38.4K +1,495 +8%
AA
45
AlphaMark Advisors
Kentucky
$508K -$160K -6,235 -24%
MML Investors Services
46
MML Investors Services
Massachusetts
$506K +$44.8K +1,744 +10%
CWM
47
Cornerstone Wealth Management
Missouri
$492K -$865K -33,638 -64%
MOS
48
MGO One Seven
Ohio
$463K – – –
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K +$370K +14,385 New
SWM
50
Spire Wealth Management
Virginia
$296K +$35.5K +1,384 +14%
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