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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

73 hedge funds and large institutions have $142M invested in First Trust Securitized Plus ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
21
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$20.6M
2
DWM
2
Darwin Wealth Management
Florida
$17.4M
3
SG
3
StoneX Group
New York
$1.63M
4
KAS
4
Kestra Advisory Services
Texas
$1.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.09M
2
LPL Financial
2
LPL Financial
California
$7.09M
3
PAG
3
Private Advisor Group
New Jersey
$861K
4
PFS
4
Prospera Financial Services
Texas
$0
5
SCA
5
Snowden Capital Advisors
New York
$580K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$333K +$333K +14,655 New
OMC
52
Old Mission Capital
Illinois
$325K -$148K -6,516 -31%
AWS
53
Atria Wealth Solutions
New York
$318K – – –
BRWA
54
B. Riley Wealth Advisors
Florida
$299K +$387 +17 +0.1%
IGWM
55
ICA Group Wealth Management
Colorado
$288K – – –
CAN
56
Cetera Advisor Networks
California
$264K +$264K +11,613 New
NA
57
NewEdge Advisors
Louisiana
$246K -$3.56K -157 -1%
WWA
58
WCG Wealth Advisors
Nevada
$243K +$243K +10,703 New
GIA
59
Gladstone Institutional Advisory
Florida
$224K -$2.46M -108,165 -92%
RPCA
60
Running Point Capital Advisors
California
$217K -$33.2K -1,459 -13%
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$201K -$16.9K -742 -8%
GWM
62
Geneos Wealth Management
Colorado
$172K +$100K +4,370 +139%
CP
63
Castleview Partners
Texas
$69.3K -$1.81M -56,650 -96%
IA
64
IFP Advisors
Florida
$48K – – –
Wells Fargo
65
Wells Fargo
California
$15K +$957 +42 +7%
Morgan Stanley
66
Morgan Stanley
New York
$11K +$622 +28 +6%
WWM
67
Wagner Wealth Management
South Carolina
$10K -$10K -440 -50%
GRP
68
Global Retirement Partners
California
$8K -$544 -23 -6%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$8K – – –
SWM
70
Spire Wealth Management
Virginia
$7K -$256K -11,281 -97%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4K -$81.9K -4,055 -95%
M1FG
72
Mach-1 Financial Group
Arkansas
$4K +$4K +193 New
BRWM
73
B. Riley Wealth Management
Tennessee
$2.11K -$167 -7,345 -7%
PFS
74
Prospera Financial Services
Texas
– -$3.18M -131,655 Closed
SAM
75
Secure Asset Management
Michigan
– -$669K -27,706 Closed
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