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First Trust Securitized Plus ETF

65 hedge funds and large institutions have $86.6M invested in First Trust Securitized Plus ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 5 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
5
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
51
ICA Group Wealth Management
Colorado
$157K -$106K -5,044 -40%
NA
52
NewEdge Advisors
Louisiana
$94.9K +$94.9K +4,498 New
UBS Group
53
UBS Group
Switzerland
$52.8K -$25.5K -1,210 -33%
IA
54
IFP Advisors
Florida
$30K -$94.1K -3,697 -76%
ADL
55
Asset Dedication LLC
California
$20K
WWM
56
Wagner Wealth Management
South Carolina
$9.28K
SWM
57
Spire Wealth Management
Virginia
$7K +$7K +309 New
USCWA
58
U.S. Capital Wealth Advisors
Texas
$4.3K +$4.3K +204 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$4K
GRP
60
Global Retirement Partners
California
$2.65K +$21 +1 +0.8%
Morgan Stanley
61
Morgan Stanley
New York
$2.11K
CAS
62
Coppell Advisory Solutions
Texas
$1.73K +$1.73K +82 New
CASC
63
Coppell Advisory Solutions Corp
Texas
$1.73K +$1.73K +82 New
PPWM
64
PFG Private Wealth Management
Florida
$1K +$1K +40 New
PAG
65
Private Advisor Group
New Jersey
$257 -$80 -3,802 -24%
UWM
66
USAdvisors Wealth Management
Minnesota
-$4.06M -189,226 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
-$1.95M -90,942 Closed
RFN
68
RDA Financial Network
Iowa
-$1.18M -54,716 Closed
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
-$915K -42,638 Closed
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
-$510K -23,800 Closed
AFP
71
Ausdal Financial Partners
Iowa
-$277K -12,892 Closed
EWM
72
Endurance Wealth Management
Rhode Island
-$52K -2,410 Closed
Wells Fargo
73
Wells Fargo
California
-$13K -616 Closed
BFEC
74
Benjamin F. Edwards & Company
Missouri
-$7K -338 Closed
M1FG
75
Mach-1 Financial Group
Arkansas
-$4K -193 Closed