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First Trust Securitized Plus ETF

33 hedge funds and large institutions have $43.8M invested in First Trust Securitized Plus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.05% less ownership

Funds ownership: 72.68%70.64% (-2%)

14% less capital invested

Capital invested by funds: $50.8M → $43.8M (-$7M)

23% less funds holding

Funds holding: 4333 (-10)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$32.3K -$79.5K -3,830 -71%
APC
27
Aspire Private Capital
North Carolina
$31.4K
SA
28
Scarborough Advisors
Maryland
$26.5K +$540 +26 +2%
RWPA
29
Richard W. Paul & Associates
Michigan
$25.8K -$249 -12 -1%
UBS Group
30
UBS Group
Switzerland
$16.3K +$16.2K +781 +15,620%
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$9.11K
AF
32
Advisornet Financial
Minnesota
$2.38K
Wells Fargo
33
Wells Fargo
California
$14 +$21 +1 New
RJA
34
Raymond James & Associates
Florida
-$2.6M -122,590 Closed
CCM
35
Condor Capital Management
New Jersey
-$2.22M -104,424 Closed
FTUS
36
Flow Traders U.S.
New York
-$1.83M -86,356 Closed
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
-$1.46M -68,770 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
-$645K -30,386 Closed
AWA
39
Arkadios Wealth Advisors
Georgia
-$348K -16,412 Closed
RJFSA
40
Raymond James Financial Services Advisors
Florida
-$210K -9,888 Closed
IGWM
41
ICA Group Wealth Management
Colorado
-$84.5K -3,982 Closed
OP
42
ORG Partners
Indiana
-$13K -612 Closed
GRP
43
Global Retirement Partners
California
-$184 -9 Closed
Morgan Stanley
44
Morgan Stanley
New York
-$58 -2 Closed

DEED Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2024, worth a combined $43.8M — down 14% from $50.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DEED and 4 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was GDS Wealth Management, adding an estimated $2.04M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.6M sold.

  • 33 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $43.8M of First Trust Securitized Plus ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 4 funds opened new First Trust Securitized Plus ETF positions in Q1 2024 and 12 closed out, a net change of -8 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2024 was GDS Wealth Management, an estimated $2.04M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2024 was Raymond James & Associates, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2024.