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First Trust Securitized Plus ETF
DEED

37 hedge funds and large institutions have $59.6M invested in First Trust Securitized Plus ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

7% more capital invested

Capital invested by funds: $55.6M → $59.6M (+$4.03M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.03% less ownership

Funds ownership: 78.5% → 77.47% (-1%)

3% less funds holding

Funds holding: 38 → 37 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.89M
2
GWM
GDS Wealth Management
Texas
+$1.18M
3
GCWM
Guided Capital Wealth Management
Texas
+$539K
4
SAW
Signal Advisors Wealth
Michigan
+$389K
5
BCP
Blackhawk Capital Partners
Wisconsin
+$308K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$677K
2
NA
NewEdge Advisors
Louisiana
-$532K
3
PRI
Prepared Retirement Institute
Pennsylvania
-$278K
4
MWM
Modern Wealth Management
Kansas
-$112K
5
PWM
Puff Wealth Management
New Jersey
-$43.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$64.1K – – –
HI
27
Harbour Investments
Wisconsin
$37K -$15.4K -725 -30%
AAS
28
Ameritas Advisory Services
Nebraska
$34.6K +$21 +1 +0.1%
UBS Group
29
UBS Group
Switzerland
$30.5K +$30K +1,417 +15,744%
Morgan Stanley
30
Morgan Stanley
New York
$17.3K – – –
WWMSC
31
Wagner Wealth Management (South Carolina)
South Carolina
$9.88K +$106 +5 +1%
OWP
32
ORG Wealth Partners
Texas
$6.54K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$3.72K +$21 +1 +0.6%
NWM
34
Nova Wealth Management
Florida
$3.21K – – –
ACA
35
Aptus Capital Advisors
Alabama
$1.45K -$3.35K -158 -70%
DCM
36
Davis Capital Management
Florida
$1.43K +$1.42K +67 New
Wells Fargo
37
Wells Fargo
California
$15 – – –
PRI
38
Prepared Retirement Institute
Pennsylvania
– -$278K -13,162 Closed
TPWA
39
Twin Peaks Wealth Advisors
California
– -$43K -2,030 Closed
SA
40
Scarborough Advisors
Maryland
– -$28.8K -1,364 Closed
PSFG
41
Park Square Financial Group
Georgia
– -$17K -803 Closed
1
2

DEED Hedge Fund Activity: Q3 2025 in Review

37 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q3 2025, worth a combined $59.6M — up 7.3% from $55.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DEED and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $1.89M. The largest seller was Goldman Sachs, cutting an estimated $677K.

  • 37 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q3 2025, down from 38 in Q2 2025.
  • Funds reported $59.6M of First Trust Securitized Plus ETF stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 3 funds opened new First Trust Securitized Plus ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest First Trust Securitized Plus ETF buyer in Q3 2025 was Jane Street, an estimated $1.89M added.
  • The largest First Trust Securitized Plus ETF seller in Q3 2025 was Goldman Sachs, an estimated $677K sold.

Based on aggregated 13F filings for Q3 2025.