DEED icon

First Trust Securitized Plus ETF

48 hedge funds and large institutions have $145M invested in First Trust Securitized Plus ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
18
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PP
1
Palladium Partners
Virginia
$17.4M 672,366 +58,826 +10%
LPL Financial
2
LPL Financial
California
$14.3M 552,571 +527,216 +2,079%
GIA
3
Gladstone Institutional Advisory
Florida
$14.1M 541,824 +541,824 New
FHC
4
First Heartland Consultants
Missouri
$11M 423,419 +229,922 +119%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.94M 383,151 +360,132 +1,564%
DWM
6
Darwin Wealth Management
Florida
$7.44M 286,709 +1,075 +0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.66M 256,947 +218,908 +575%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$6.4M 246,953 +131,351 +114%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.08M 234,466 +231,700 +8,377%
AI
10
Atria Investments
North Carolina
$3.85M 148,313 -32,925 -18%
PAG
11
Private Advisor Group
New Jersey
$3.76M 144,975 +144,975 New
PFS
12
Prospera Financial Services
Texas
$3.66M 141,278 +47,070 +50%
SG
13
StoneX Group
New York
$3.11M 120,000 +100,000 +500%
William Blair & Company
14
William Blair & Company
Illinois
$2.98M 115,000 +115,000 New
FAIM
15
Financial Advocates Investment Management
Washington
$2.24M 86,370 +86,370 New
CWM
16
Cornerstone Wealth Management
Missouri
$2.23M 85,805 +85,805 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.2M 84,634 +84,634 New
WS
18
Wedbush Securities
California
$1.96M 75,641 +56,096 +287%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.96M 75,486 +75,486 New
Truist Financial
20
Truist Financial
North Carolina
$1.94M 74,677 +74,677 New
CAG
21
Csenge Advisory Group
Florida
$1.88M 72,402 +803 +1%
NA
22
NewEdge Advisors
Louisiana
$1.71M 66,000 +66,000 New
CA
23
Cambridge Advisors
Nebraska
$1.69M 64,975 +64,975 New
BCM
24
Breiter Capital Management
Florida
$1.29M 49,546 +49,546 New
CPIG
25
Chicago Partners Investment Group
Illinois
$1.25M 48,216 +48,216 New