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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
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
Shares
Change %
BFG
26
Barber Financial Group
Kansas
$484K -$217 -10 -0%
SFP
27
Strategic Financial Partners
Oregon
$478K -$17.6K -811 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$419K -$24.9K -1,154 -6%
TC
29
Telemus Capital
Michigan
$405K -$858K -39,485 -68%
CWM
30
Congress Wealth Management
Massachusetts
$403K +$217 +10 +0.1%
AWA
31
Arkadios Wealth Advisors
Georgia
$402K -$8.08K -372 -2%
SCA
32
Snowden Capital Advisors
New York
$365K -$40.9K -1,883 -10%
CW
33
CreativeOne Wealth
Kansas
$316K +$93.1K +4,290 +42%
GVAG
34
Great Valley Advisor Group
Delaware
$316K -$2.61K -120 -0.8%
CCM
35
Chiron Capital Management
Florida
$302K -$5.39K -248 -2%
OPS
36
Orion Portfolio Solutions
Nebraska
$285K +$285K +13,102 New
BCI
37
Brinker Capital Investments
Pennsylvania
$285K +$285K +13,102 New
GWM
38
Geneos Wealth Management
Colorado
$261K +$68.5K +3,152 +36%
AA
39
AlphaMark Advisors
Kentucky
$223K -$67.2K -3,100 -23%
SOS
40
Silver Oak Securities
Tennessee
$208K -$1.98K -91 -0.9%
CP
41
Castleview Partners
Texas
$206K +$652 +30 +0.3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$204K -$68.4K -3,147 -25%
ACA
43
Aptus Capital Advisors
Alabama
$168K -$21K -967 -11%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$168K -$20.9K -961 -11%
IGWM
45
ICA Group Wealth Management
Colorado
$148K -$14.1K -650 -9%
UBS Group
46
UBS Group
Switzerland
$91.3K +$36.9K +1,700 +68%
ADL
47
Asset Dedication LLC
California
$21K
WWM
48
Wagner Wealth Management
South Carolina
$9.56K
Morgan Stanley
49
Morgan Stanley
New York
$5.28K +$3.11K +143 +143%
AF
50
Advisornet Financial
Minnesota
$3.04K +$3.04K +140 New