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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

38 hedge funds and large institutions have $48.4M invested in First Trust Securitized Plus ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
10
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$6.14M
2
LC
2
Legacy CG
Texas
$4.94M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.53M
4
GWM
4
GDS Wealth Management
Texas
$14.8M
5
RJA
5
Raymond James & Associates
Florida
$2.34M

Top Sellers

1
DWM
1
Darwin Wealth Management
Florida
$372K
2
Jane Street
2
Jane Street
New York
$769K
3
HI
3
Harbour Investments
Wisconsin
$113K
4
LJAC
4
L.J. Altfest & Co
New York
$1.38M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$120K +$103K +5,013 +638%
HI
27
Harbour Investments
Wisconsin
$113K -$1.36M -65,851 -92%
CAS
28
Coppell Advisory Solutions
Texas
$47.4K +$47.4K +2,298 New
GWM
29
Geneos Wealth Management
Colorado
$45.5K +$7.16K +347 +19%
AA
30
AlphaMark Advisors
Kentucky
$45K -$2.56K -125 -5%
SA
31
Scarborough Advisors
Maryland
$26.8K +$392 +19 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$21K -$11.2K -542 -35%
WWM
33
Wagner Wealth Management
South Carolina
$9.08K – – –
OP
34
ORG Partners
Indiana
$6.28K +$6.28K +306 New
DCM
35
Davis Capital Management
Florida
$1.38K +$1.38K +67 New
Morgan Stanley
36
Morgan Stanley
New York
$40 +$40 +1 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$21 +$21 +1 New
Wells Fargo
38
Wells Fargo
California
$14 – – –
Cerity Partners
39
Cerity Partners
New York
– -$269K -12,997 Closed
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
– -$208K -10,038 Closed
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
– -$205K -9,903 Closed
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$63K -3,043 Closed
ACA
43
Aptus Capital Advisors
Alabama
– -$63K -3,043 Closed
APC
44
Aspire Private Capital
North Carolina
– -$31.4K -1,518 Closed
RWPA
45
Richard W. Paul & Associates
Michigan
– -$25.8K -1,246 Closed
AF
46
Advisornet Financial
Minnesota
– -$2.38K -115 Closed
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