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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

61 hedge funds and large institutions have $116M invested in First Trust Securitized Plus ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-12
Holders Change %
-16.44%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Condor Capital Management
New Jersey
$3.12M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$1.53M
3
OMC
3
Old Mission Capital
Illinois
$1.53M
4
CF
4
Centaurus Financial
California
$3.5M
5
DA
5
Drake & Associates
Wisconsin
$11.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Cerity Partners
2
Cerity Partners
New York
$16.3M
3
LPL Financial
3
LPL Financial
California
$3.8M
4
TC
4
Telemus Capital
Michigan
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$122K +$74.8K +2,988 +158%
UBS Group
52
UBS Group
Switzerland
$80K +$80K +3,715 New
EWM
53
Endurance Wealth Management
Rhode Island
$52K +$52K +2,410 New
ADL
54
Asset Dedication LLC
California
$20K +$20K +944 New
Wells Fargo
55
Wells Fargo
California
$13K -$886 -42 -6%
WWM
56
Wagner Wealth Management
South Carolina
$9K – – –
BFEC
57
Benjamin F. Edwards & Company
Missouri
$7K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$4K – – –
M1FG
59
Mach-1 Financial Group
Arkansas
$4K – – –
GRP
60
Global Retirement Partners
California
$3K -$5.11K -213 -63%
Morgan Stanley
61
Morgan Stanley
New York
$2K -$7.9K -395 -80%
Jane Street
62
Jane Street
New York
– -$5.09M -223,968 Closed
TC
63
Telemus Capital
Michigan
– -$2.38M -104,474 Closed
KAS
64
Kestra Advisory Services
Texas
– -$1.79M -78,732 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$934K -41,073 Closed
SOS
66
Silver Oak Securities
Tennessee
– -$772K -33,516 Closed
RJA
67
Raymond James & Associates
Florida
– -$685K -30,149 Closed
WAS
68
Wealth Advisory Solutions
Indiana
– -$586K -25,766 Closed
SFS
69
Security Financial Services
Indiana
– -$348K -15,301 Closed
SMF
70
Sterling Manor Financial
New York
– -$341K -15,014 Closed
MML Investors Services
71
MML Investors Services
Massachusetts
– -$333K -14,646 Closed
AWS
72
Atria Wealth Solutions
New York
– -$318K -14,007 Closed
NA
73
NewEdge Advisors
Louisiana
– -$246K -10,843 Closed
WWA
74
WCG Wealth Advisors
Nevada
– -$243K -10,703 Closed
GIA
75
Gladstone Institutional Advisory
Florida
– -$224K -9,837 Closed
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