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First Trust Securitized Plus ETF

43 hedge funds and large institutions have $50.8M invested in First Trust Securitized Plus ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
9
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$210K +$210K +9,888 New
AA
27
AlphaMark Advisors
Kentucky
$154K -$2.39K -113 -2%
ACA
28
Aptus Capital Advisors
Alabama
$125K
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$125K
Osaic Holdings
30
Osaic Holdings
Arizona
$114K -$170K -8,016 -60%
IGWM
31
ICA Group Wealth Management
Colorado
$84.5K +$84.5K +3,982 New
CAS
32
Coppell Advisory Solutions
Texas
$48.7K +$47K +2,216 +2,702%
GWM
33
Geneos Wealth Management
Colorado
$46.6K -$219K -10,332 -82%
APC
34
Aspire Private Capital
North Carolina
$32.2K
RWPA
35
Richard W. Paul & Associates
Michigan
$26.7K -$6K -283 -18%
SA
36
Scarborough Advisors
Maryland
$26.6K +$26.6K +1,255 New
OP
37
ORG Partners
Indiana
$13K +$6.49K +306 +100%
WWM
38
Wagner Wealth Management
South Carolina
$9.33K
AF
39
Advisornet Financial
Minnesota
$2.44K
GRP
40
Global Retirement Partners
California
$184
UBS Group
41
UBS Group
Switzerland
$106 -$54.9K -2,590 -100%
Morgan Stanley
42
Morgan Stanley
New York
$58 +$58 +2 New
Wells Fargo
43
Wells Fargo
California
$8
ARC
44
Advisor Resource Council
Texas
-$1.03M -51,797 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$716K -35,871 Closed
CWM
46
Congress Wealth Management
Massachusetts
-$362K -18,130 Closed
OPS
47
Orion Portfolio Solutions
Nebraska
-$262K -13,102 Closed
BCI
48
Brinker Capital Investments
Pennsylvania
-$262K -13,102 Closed
AssetMark Inc
49
AssetMark Inc
California
-$13.4K -673 Closed