We are live on ! Find out more
DEED icon

First Trust Securitized Plus ETF
DEED

36 hedge funds and large institutions have $57.2M invested in First Trust Securitized Plus ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $50.8M → $57.2M (+$6.4M)

1.84% more ownership

Funds ownership: 73.34% → 75.18% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 37 → 36 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% 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
16
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.04M
2
BCP
Blackhawk Capital Partners
Wisconsin
+$1.84M
3
GWM
GDS Wealth Management
Texas
+$1.82M
4
Jane Street
Jane Street
New York
+$1.47M
5
SFP
Strategic Financial Partners
Oregon
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
LC
Legacy CG
Texas
-$4.95M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$264K
3
CPIG
Chicago Partners Investment Group
Illinois
-$142K
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$110K
5
GM
GeoWealth Management
Illinois
-$99.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$51.8K +$3.94K +188 +8%
UBS Group
27
UBS Group
Switzerland
$30.6K -$7.2K -344 -19%
Morgan Stanley
28
Morgan Stanley
New York
$17.1K -$21 -1 -0.1%
PSFG
29
Park Square Financial Group
Georgia
$17K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$13.4K -$8.06K -385 -38%
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$9.57K +$105 +5 +1%
OWP
32
ORG Wealth Partners
Texas
$6.48K – – –
NWM
33
Nova Wealth Management
Florida
$3.17K – – –
Bank of America
34
Bank of America
North Carolina
$1.65K +$1.63K +78 New
DCM
35
Davis Capital Management
Florida
$1.42K – – –
Wells Fargo
36
Wells Fargo
California
$14 – – –
LC
37
Legacy CG
Texas
– -$4.95M -239,234 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$264K -12,764 Closed
GM
39
GeoWealth Management
Illinois
– -$99.6K -4,815 Closed
CAS
40
Coppell Advisory Solutions
Texas
– -$47.8K -2,216 Closed
1
2

DEED Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2025, worth a combined $57.2M — up 13% from $50.8M a quarter earlier.

Fund positioning in DEED was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.04M. The largest seller was Legacy CG, exiting entirely with an estimated $4.95M sold.

  • 36 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2025, down from 37 in Q4 2024.
  • Funds reported $57.2M of First Trust Securitized Plus ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 4 funds opened new First Trust Securitized Plus ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2025 was Citadel Advisors, an estimated $2.04M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2025 was Legacy CG, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2025.