DEED icon

First Trust Securitized Plus ETF
DEED

Overview Fund Activity

23 hedge funds and large institutions have $49.1M invested in First Trust Securitized Plus ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+15
Holders Change %
+187.5%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
1
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Palladium Partners
Virginia
+$11.3M
2
DWM
Darwin Wealth Management
Florida
+$7.35M
3
FHC
First Heartland Consultants
Missouri
+$4.98M
4
AI
Atria Investments
North Carolina
+$4.67M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$2.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.16M
2
Citigroup
Citigroup
New York
-$4.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.57M
4
Goldman Sachs
Goldman Sachs
New York
-$1.89M
5
CS
Credit Suisse
Switzerland
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1
Palladium Partners
Virginia
$15.8M +$11.3M +440,810 +255%
DWM
2
Darwin Wealth Management
Florida
$7.35M +$7.35M +285,634 New
FHC
3
First Heartland Consultants
Missouri
$4.98M +$4.98M +193,497 New
AI
4
Atria Investments
North Carolina
$4.67M +$4.67M +181,238 New
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$2.98M +$2.98M +115,602 New
PFS
6
Prospera Financial Services
Texas
$2.43M +$2.43M +94,208 New
CS
7
Credit Suisse
Switzerland
$2.16M -$1.13M -43,928 -34%
CAG
8
Csenge Advisory Group
Florida
$1.85M +$1.85M +71,599 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.09M +$1.09M +42,296 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$979K +$979K +38,039 New
SAM
11
Secure Asset Management
Michigan
$685K +$685K +26,603 New
LPL Financial
12
LPL Financial
California
$653K +$653K +25,355 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$592K +$592K +23,019 New
SG
14
StoneX Group
New York
$515K +$515K +20,000 New
WS
15
Wedbush Securities
California
$503K +$503K +19,545 New
BRWM
16
B. Riley Wealth Management
Tennessee
$440K +$440K +17,100 New
Jane Street
17
Jane Street
New York
$381K -$168K -6,529 -31%
CCM
18
Chiron Capital Management
Florida
$374K +$374K +14,520 New
LJAC
19
L.J. Altfest & Co
New York
$324K +$324K +12,576 New
APA
20
American Portfolios Advisors
New York
$213K +$213K +8,288 New
GWM
21
Geneos Wealth Management
Colorado
$76K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$71K +$71K +2,766 New
AIC
23
Ameritas Investment Company
Nebraska
$10K +$10K +390 New
Bank of America
24
Bank of America
North Carolina
– -$5.16M -200,000 Closed
Citigroup
25
Citigroup
New York
– -$4.3M -166,886 Closed
1
2