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First Trust Securitized Plus ETF

73 hedge funds and large institutions have $142M invested in First Trust Securitized Plus ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4.28% more ownership

Funds ownership: 72.95%77.23% (+4.3%)

4% less funds holding

Funds holding: 7673 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

20% less capital invested

Capital invested by funds: $178M → $142M (-$36.2M)

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
21
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.24M -$3.08K -133 -0.2%
RFN
27
RDA Financial Network
Iowa
$1.22M +$201K +8,661 +19%
W
28
WealthOne
New York
$1.15M +$30.9K +1,331 +3%
LJAC
29
L.J. Altfest & Co
New York
$1M +$201K +8,651 +24%
CCM
30
Chiron Capital Management
Florida
$958K -$81.6K -3,520 -8%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$934K -$1.06M -45,849 -53%
PAG
32
Private Advisor Group
New Jersey
$861K -$4.1M -176,816 -82%
BAWC
33
Boyce & Associates Wealth Consulting
Texas
$812K -$261K -11,240 -24%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$801K -$1.26M -54,347 -61%
SOS
35
Silver Oak Securities
Tennessee
$772K -$155K -6,675 -17%
AFP
36
Ausdal Financial Partners
Iowa
$750K -$14.9K -641 -2%
SPC
37
Sigma Planning Corp
Michigan
$696K +$710K +30,627 New
RJA
38
Raymond James & Associates
Florida
$685K -$26.8K -1,154 -4%
AAS
39
Ameritas Advisory Services
Nebraska
$667K -$1.18M -50,854 -63%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$593K -$126K -5,453 -17%
WAS
41
Wealth Advisory Solutions
Indiana
$586K -$1.82M -78,684 -75%
SCA
42
Snowden Capital Advisors
New York
$580K -$3.16M -136,401 -84%
SFP
43
Strategic Financial Partners
Oregon
$549K -$25.4K -1,095 -4%
BFG
44
Barber Financial Group
Kansas
$516K -$461K -19,858 -47%
APA
45
American Portfolios Advisors
New York
$470K -$23.7K -1,021 -5%
ACA
46
Aptus Capital Advisors
Alabama
$417K +$39.3K +1,695 +10%
AA
47
AlphaMark Advisors
Kentucky
$369K -$15.1K -650 -4%
SFS
48
Security Financial Services
Indiana
$348K +$4.08K +176 +1%
SMF
49
Sterling Manor Financial
New York
$341K -$152K -6,560 -30%
MML Investors Services
50
MML Investors Services
Massachusetts
$333K -$131K -5,628 -28%

DEED Hedge Fund Activity: Q2 2022 in Review

73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2022, worth a combined $142M — down 20% from $178M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DEED and 9 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 21 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $21M. The largest seller was Jane Street, cutting an estimated $9.96M.

  • 73 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2022, down from 76 in Q1 2022.
  • Funds reported $142M of First Trust Securitized Plus ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 9 funds opened new First Trust Securitized Plus ETF positions in Q2 2022 and 10 closed out, a net change of -1 holder.
  • The largest First Trust Securitized Plus ETF buyer in Q2 2022 was Cerity Partners, an estimated $21M added.
  • The largest First Trust Securitized Plus ETF seller in Q2 2022 was Jane Street, an estimated $9.96M sold.

Based on aggregated 13F filings for Q2 2022.