We are live on ! Find out more
DEED icon

First Trust Securitized Plus ETF

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

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.42% less ownership

Funds ownership: 77.23%67.81% (-9.4%)

16% less funds holding

Funds holding: 7361 (-12)

18% less capital invested

Capital invested by funds: $142M → $116M (-$26.1M)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

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
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.08M -$88.2K -3,885 -7%
LJAC
27
L.J. Altfest & Co
New York
$1.03M +$93.2K +4,105 +9%
W
28
WealthOne
New York
$949K -$141K -6,221 -12%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$915K -$2.19M -96,326 -69%
CCM
30
Chiron Capital Management
Florida
$862K -$45K -1,983 -5%
BAWC
31
Boyce & Associates Wealth Consulting
Texas
$849K +$87.2K +3,839 +11%
AAS
32
Ameritas Advisory Services
Nebraska
$664K +$36.7K +1,616 +6%
SPC
33
Sigma Planning Corp
Michigan
$646K -$12.5K -551 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$510K -$260K -11,466 -33%
SFP
35
Strategic Financial Partners
Oregon
$490K -$29.6K -1,305 -5%
BFG
36
Barber Financial Group
Kansas
$487K -$136 -6 -0%
SCA
37
Snowden Capital Advisors
New York
$400K -$157K -6,897 -27%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$391K -$179K -7,899 -30%
ACA
39
Aptus Capital Advisors
Alabama
$387K -$6.58K -290 -2%
PAG
40
Private Advisor Group
New Jersey
$343K -$497K -21,909 -58%
GVAG
41
Great Valley Advisor Group
Delaware
$315K
AA
42
AlphaMark Advisors
Kentucky
$308K -$43.4K -1,910 -12%
CP
43
Castleview Partners
Texas
$296K +$263K +11,599 +534%
APA
44
American Portfolios Advisors
New York
$288K -$165K -7,274 -35%
AFP
45
Ausdal Financial Partners
Iowa
$277K -$456K -20,104 -61%
IGWM
46
ICA Group Wealth Management
Colorado
$268K
CAN
47
Cetera Advisor Networks
California
$253K +$3.61K +159 +1%
CW
48
CreativeOne Wealth
Kansas
$237K +$251K +11,060 New
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$189K
GWM
50
Geneos Wealth Management
Colorado
$186K +$26.4K +1,162 +15%

DEED Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q3 2022, worth a combined $116M — down 18% from $142M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DEED and 5 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 20 added.

The largest buyer was Condor Capital Management, opening a new position worth an estimated $3.3M. The largest seller was Jane Street, exiting entirely with an estimated $5.09M sold.

  • 61 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q3 2022, down from 73 in Q2 2022.
  • Funds reported $116M of First Trust Securitized Plus ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 5 funds opened new First Trust Securitized Plus ETF positions in Q3 2022 and 16 closed out, a net change of -11 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q3 2022 was Condor Capital Management, an estimated $3.3M added.
  • The largest First Trust Securitized Plus ETF seller in Q3 2022 was Jane Street, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2022.