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First Trust Securitized Plus ETF

45 hedge funds and large institutions have $60.4M invested in First Trust Securitized Plus ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$387K -$9.63K -451 -2%
TC
27
Telemus Capital
Michigan
$332K -$65.7K -3,077 -17%
CW
28
CreativeOne Wealth
Kansas
$319K +$8.28K +388 +3%
W
29
WealthOne
New York
$305K -$217K -10,178 -42%
OPS
30
Orion Portfolio Solutions
Nebraska
$280K
BCI
31
Brinker Capital Investments
Pennsylvania
$280K
GWM
32
Geneos Wealth Management
Colorado
$266K +$9.48K +444 +4%
SCA
33
Snowden Capital Advisors
New York
$263K -$96K -4,497 -27%
CP
34
Castleview Partners
Texas
$205K +$2.26K +106 +1%
AA
35
AlphaMark Advisors
Kentucky
$189K -$30.6K -1,431 -14%
ACA
36
Aptus Capital Advisors
Alabama
$161K -$5.02K -235 -3%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$161K -$5.02K -235 -3%
IGWM
38
ICA Group Wealth Management
Colorado
$145K
APC
39
Aspire Private Capital
North Carolina
$32.4K +$32.4K +1,518 New
WWM
40
Wagner Wealth Management
South Carolina
$9.39K
OP
41
ORG Partners
Indiana
$7K +$7K +307 New
Morgan Stanley
42
Morgan Stanley
New York
$4.33K -$854 -40 -16%
AF
43
Advisornet Financial
Minnesota
$2.46K -$534 -25 -18%
CAS
44
Coppell Advisory Solutions
Texas
$1.75K +$1.75K +82 New
GRP
45
Global Retirement Partners
California
$182 -$768 -38 -81%
AI
46
Atria Investments
North Carolina
-$1.21M -55,569 Closed
BRWA
47
B. Riley Wealth Advisors
Florida
-$704K -32,421 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$419K -19,421 Closed
GVAG
49
Great Valley Advisor Group
Delaware
-$316K -14,535 Closed
CCM
50
Chiron Capital Management
Florida
-$302K -13,914 Closed