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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

64 hedge funds and large institutions have $211M invested in First Trust Securitized Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.9M
2
MWM
2
Mattern Wealth Management
Kansas
$9.9M
3
PP
3
Palladium Partners
Virginia
$32.4M
4
DWM
4
Darwin Wealth Management
Florida
$16.4M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$5.79M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$217K
2
CAG
2
Csenge Advisory Group
Florida
$1.88M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$287K -$271K -10,559 -49%
RPCA
52
Running Point Capital Advisors
California
$266K +$26.3K +1,024 +11%
SPC
53
Sigma Planning Corp
Michigan
$234K +$234K +9,108 New
AWM
54
AE Wealth Management
Kansas
$227K +$227K +8,832 New
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$217K -$6.56M -255,705 -97%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$213K -$283K -11,010 -57%
IA
57
IFP Advisors
Florida
$198K – – –
GWM
58
Geneos Wealth Management
Colorado
$74K – – –
CP
59
Castleview Partners
Texas
$63.5K +$63.5K +1,631,179 New
AWM
60
Avior Wealth Management
Nebraska
$60K +$60K +2,362 New
UBS Group
61
UBS Group
Switzerland
$19K -$58.3K -2,264 -75%
Wells Fargo
62
Wells Fargo
California
$16K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$5K – – –
FHC
64
First Heartland Consultants
Missouri
$1.02K -$4.74K -184,441 -82%
OMC
65
Old Mission Capital
Illinois
– -$2.68M -103,305 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$2.36M -91,108 Closed
BCP
67
Blackhawk Capital Partners
Wisconsin
– -$852K -32,857 Closed
Jane Street
68
Jane Street
New York
– -$806K -31,078 Closed
FH
69
FWG Holdings
Florida
– -$639K -24,646 Closed
WS
70
Wedbush Securities
California
– -$589K -22,691 Closed
FTUS
71
Flow Traders U.S.
New York
– -$218K -8,417 Closed
TFS
72
TrustCore Financial Services
Tennessee
– -$26K -1,000 Closed
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