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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

45 hedge funds and large institutions have $60.4M invested in First Trust Securitized Plus ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.79M
2
ARC
2
Advisor Resource Council
Texas
$854K
3
GWM
3
GDS Wealth Management
Texas
$8.49M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$2.36M
5
ECA
5
Elevated Capital Advisors
Utah
$1.66M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$1.28M
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$922K
4
AI
4
Atria Investments
North Carolina
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
– -$208K -9,577 Closed
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
– -$204K -9,398 Closed
UBS Group
53
UBS Group
Switzerland
– -$91.3K -4,205 Closed
ADL
54
Asset Dedication LLC
California
– -$21K -944 Closed
M1FG
55
Mach-1 Financial Group
Arkansas
– -$4.19M -193 Closed
Fidelity Investments
56
Fidelity Investments
Massachusetts
– -$22 -1 Closed
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