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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

61 hedge funds and large institutions have $116M invested in First Trust Securitized Plus ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-12
Holders Change %
-16.44%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Condor Capital Management
New Jersey
$3.12M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$1.53M
3
OMC
3
Old Mission Capital
Illinois
$1.53M
4
CF
4
Centaurus Financial
California
$3.5M
5
DA
5
Drake & Associates
Wisconsin
$11.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Cerity Partners
2
Cerity Partners
New York
$16.3M
3
LPL Financial
3
LPL Financial
California
$3.8M
4
TC
4
Telemus Capital
Michigan
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.08M -$83.4K -3,885 -7%
LJAC
27
L.J. Altfest & Co
New York
$1.04M +$88.1K +4,105 +9%
W
28
WealthOne
New York
$949K -$134K -6,221 -12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$915K -$2.07M -96,326 -69%
CCM
30
Chiron Capital Management
Florida
$862K -$42.6K -1,983 -5%
BAWC
31
Boyce & Associates Wealth Consulting
Texas
$849K +$82.4K +3,839 +11%
AAS
32
Ameritas Advisory Services
Nebraska
$664K +$34.7K +1,616 +6%
SPC
33
Sigma Planning Corp
Michigan
$646K -$11.8K -551 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$510K -$246K -11,466 -33%
SFP
35
Strategic Financial Partners
Oregon
$490K -$28K -1,305 -5%
BFG
36
Barber Financial Group
Kansas
$487K -$129 -6 -0%
SCA
37
Snowden Capital Advisors
New York
$400K -$148K -6,897 -27%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$391K -$170K -7,899 -30%
ACA
39
Aptus Capital Advisors
Alabama
$387K -$6.22K -290 -2%
PAG
40
Private Advisor Group
New Jersey
$343K -$470K -21,909 -58%
GVAG
41
Great Valley Advisor Group
Delaware
$315K – – –
AA
42
AlphaMark Advisors
Kentucky
$308K -$41.1K -1,910 -12%
CP
43
Castleview Partners
Texas
$296K +$249K +11,599 +534%
APA
44
American Portfolios Advisors
New York
$288K -$156K -7,274 -35%
AFP
45
Ausdal Financial Partners
Iowa
$277K -$432K -20,104 -61%
IGWM
46
ICA Group Wealth Management
Colorado
$268K – – –
CAN
47
Cetera Advisor Networks
California
$253K +$3.42K +159 +1%
CW
48
CreativeOne Wealth
Kansas
$237K +$237K +11,060 New
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$189K – – –
GWM
50
Geneos Wealth Management
Colorado
$186K +$24.9K +1,162 +15%
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