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First Trust Securitized Plus ETF

76 hedge funds and large institutions have $178M invested in First Trust Securitized Plus ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
22
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$402K +$402K +16,642 New
BCM
52
Breiter Capital Management
Florida
$377K -$159K -6,600 -30%
SFS
53
Security Financial Services
Indiana
$365K +$365K +15,125 New
AWS
54
Atria Wealth Solutions
New York
$338K +$338K +14,007 New
BRWA
55
B. Riley Wealth Advisors
Florida
$317K -$229K -9,483 -42%
IGWM
56
ICA Group Wealth Management
Colorado
$289K +$289K +12,487 New
CWM
57
Cornerstone Wealth Management
Missouri
$286K -$176K -7,277 -38%
SWM
58
Spire Wealth Management
Virginia
$280K +$1.57K +65 +0.6%
NA
59
NewEdge Advisors
Louisiana
$266K -$838K -34,645 -76%
RPCA
60
Running Point Capital Advisors
California
$266K +$15.5K +641 +6%
AWA
61
Arkadios Wealth Advisors
Georgia
$261K -$8.18K -339 -3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$247K +$247K +10,229 New
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K -$116K -4,817 -33%
FHC
64
First Heartland Consultants
Missouri
$226K -$735K -30,482 -76%
Truist Financial
65
Truist Financial
North Carolina
$216K +$216K +8,947 New
FAIM
66
Financial Advocates Investment Management
Washington
$207K -$2.38M -98,445 -92%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$102K -$96.8K -4,037 -49%
GWM
68
Geneos Wealth Management
Colorado
$75K +$5.62K +235 +8%
UBS Group
69
UBS Group
Switzerland
$72K +$54.1K +2,232 +302%
IA
70
IFP Advisors
Florida
$48K -$148K -5,812 -75%
WWM
71
Wagner Wealth Management
South Carolina
$22K +$22K +880 New
Wells Fargo
72
Wells Fargo
California
$15K
Morgan Stanley
73
Morgan Stanley
New York
$11K +$11K +467 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$8K +$3.22K +136 +67%
GRP
75
Global Retirement Partners
California
$8K +$8K +361 New