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First Trust Securitized Plus ETF
DEED

38 hedge funds and large institutions have $55.6M invested in First Trust Securitized Plus ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 36 → 38 (+2)

3.32% more ownership

Funds ownership: 75.18% → 78.5% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $57.2M → $55.6M (-$1.62M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCP
Blackhawk Capital Partners
Wisconsin
+$866K
2
GWM
GDS Wealth Management
Texas
+$665K
3
Goldman Sachs
Goldman Sachs
New York
+$417K
4
EH
Equitable Holdings
New York
+$174K
5
TPWA
Twin Peaks Wealth Advisors
California
+$42.5K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.3M
2
Jane Street
Jane Street
New York
-$1.55M
3
CPIG
Chicago Partners Investment Group
Illinois
-$473K
4
NA
NewEdge Advisors
Louisiana
-$435K
5
GCWM
Guided Capital Wealth Management
Texas
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$51.9K +$105 +5 +0.2%
TPWA
27
Twin Peaks Wealth Advisors
California
$43K +$42.5K +2,030 New
AAS
28
Ameritas Advisory Services
Nebraska
$34.2K +$33.9K +1,617 New
SA
29
Scarborough Advisors
Maryland
$28.8K +$28.6K +1,364 New
Morgan Stanley
30
Morgan Stanley
New York
$17.1K +$21 +1 +0.1%
PSFG
31
Park Square Financial Group
Georgia
$17K – – –
WWMSC
32
Wagner Wealth Management (South Carolina)
South Carolina
$9.67K +$84 +4 +0.9%
OWP
33
ORG Wealth Partners
Texas
$6.47K – – –
ACA
34
Aptus Capital Advisors
Alabama
$4.78K +$4.74K +226 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$3.66K +$3.63K +173 New
NWM
36
Nova Wealth Management
Florida
$3.17K – – –
UBS Group
37
UBS Group
Switzerland
$190 -$30.1K -1,438 -99%
Wells Fargo
38
Wells Fargo
California
$14 – – –
CPIG
39
Chicago Partners Investment Group
Illinois
– -$473K -22,493 Closed
Osaic Holdings
40
Osaic Holdings
Arizona
– -$13.4K -634 Closed
Bank of America
41
Bank of America
North Carolina
– -$1.65K -78 Closed
1
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DEED Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2025, worth a combined $55.6M — down 2.8% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEED positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Blackhawk Capital Partners, adding an estimated $866K. The largest seller was Citadel Advisors, cutting an estimated $2.3M.

  • 38 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $55.6M of First Trust Securitized Plus ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 6 funds opened new First Trust Securitized Plus ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q2 2025 was Blackhawk Capital Partners, an estimated $866K added.
  • The largest First Trust Securitized Plus ETF seller in Q2 2025 was Citadel Advisors, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.