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First Trust Securitized Plus ETF

52 hedge funds and large institutions have $80.2M invested in First Trust Securitized Plus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 75.17%75.38% (+0.21%)

7% less capital invested

Capital invested by funds: $86.6M → $80.2M (-$6.35M)

20% less funds holding

Funds holding: 6552 (-13)

38% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 26

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
52
Holders Change
-13
Holders Change %
-20%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
26
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Barber Financial Group
Kansas
$484K -$216 -10 -0%
SFP
27
Strategic Financial Partners
Oregon
$478K -$17.5K -811 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$419K -$24.9K -1,154 -6%
TC
29
Telemus Capital
Michigan
$405K -$853K -39,485 -68%
CWM
30
Congress Wealth Management
Massachusetts
$403K +$216 +10 +0.1%
AWA
31
Arkadios Wealth Advisors
Georgia
$402K -$8.03K -372 -2%
SCA
32
Snowden Capital Advisors
New York
$365K -$40.7K -1,883 -10%
CW
33
CreativeOne Wealth
Kansas
$316K +$92.6K +4,290 +42%
GVAG
34
Great Valley Advisor Group
Delaware
$316K -$2.59K -120 -0.8%
CCM
35
Chiron Capital Management
Florida
$302K -$5.36K -248 -2%
BCI
36
Brinker Capital Investments
Pennsylvania
$285K +$283K +13,102 New
OPS
37
Orion Portfolio Solutions
Nebraska
$285K +$283K +13,102 New
GWM
38
Geneos Wealth Management
Colorado
$261K +$68.1K +3,152 +36%
AA
39
AlphaMark Advisors
Kentucky
$223K -$66.9K -3,100 -23%
SOS
40
Silver Oak Securities
Tennessee
$208K -$1.97K -91 -0.9%
CP
41
Castleview Partners
Texas
$206K +$648 +30 +0.3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$204K -$68K -3,147 -25%
ACA
43
Aptus Capital Advisors
Alabama
$168K -$20.9K -967 -11%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$168K -$20.8K -961 -11%
IGWM
45
ICA Group Wealth Management
Colorado
$148K -$14K -650 -9%
UBS Group
46
UBS Group
Switzerland
$91.3K +$36.7K +1,700 +68%
ADL
47
Asset Dedication LLC
California
$21K
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$9.56K
Morgan Stanley
49
Morgan Stanley
New York
$5.28K +$3.09K +143 +143%
AF
50
Advisornet Financial
Minnesota
$3.04K +$3.02K +140 New

DEED Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2023, worth a combined $80.2M — down 7.3% from $86.6M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DEED and 8 opened new positions — a net loss of 13 holders — while 26 trimmed existing stakes and 16 added.

The largest buyer was GDS Wealth Management, opening a new position worth an estimated $7.81M. The largest seller was Jane Street, cutting an estimated $14.7M.

  • 52 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2023, down from 65 in Q4 2022.
  • Funds reported $80.2M of First Trust Securitized Plus ETF stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 8 funds opened new First Trust Securitized Plus ETF positions in Q1 2023 and 21 closed out, a net change of -13 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2023 was GDS Wealth Management, an estimated $7.81M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2023 was Jane Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2023.