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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

62 hedge funds and large institutions have $173M invested in First Trust Securitized Plus ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+14
Holders Change %
+29.17%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
17
Increased
23
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Palladium Partners
Virginia
$23.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.49M
3
CAG
3
Csenge Advisory Group
Florida
$6.77M
4
SMF
4
Sterling Manor Financial
New York
$4.51M
5
SCA
5
Snowden Capital Advisors
New York
$3.41M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$5.82M
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
WS
3
Wedbush Securities
California
$589K
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.37M
5
CAMG
5
CWA Asset Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Palladium Partners
Virginia
$23.5M 904,701 +232,335 +35%
LPL Financial
2
LPL Financial
California
$16.9M 649,733 +97,162 +18%
GIA
3
Gladstone Institutional Advisory
Florida
$13.8M 533,743 -8,081 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.9M 418,967 +35,816 +9%
DWM
5
Darwin Wealth Management
Florida
$7.38M 284,426 -2,283 -0.8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$7.18M 276,817 +19,870 +8%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$6.84M 264,167 +17,214 +7%
CAG
8
Csenge Advisory Group
Florida
$6.77M 261,447 +189,045 +261%
FHC
9
First Heartland Consultants
Missouri
$5.82M 224,300 -199,119 -47%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.68M 218,768 -15,698 -7%
Victory Capital Management
11
Victory Capital Management
Texas
$5.49M 211,502 +211,502 New
SMF
12
Sterling Manor Financial
New York
$4.51M 173,811 +142,587 +457%
AI
13
Atria Investments
North Carolina
$3.99M 153,736 +5,423 +4%
PAG
14
Private Advisor Group
New Jersey
$3.79M 145,951 +976 +0.7%
PFS
15
Prospera Financial Services
Texas
$3.57M 137,628 -3,650 -3%
SCA
16
Snowden Capital Advisors
New York
$3.41M 131,380 +131,380 New
SG
17
StoneX Group
New York
$3.11M 120,000 – –
William Blair & Company
18
William Blair & Company
Illinois
$2.98M 115,000 – –
FAIM
19
Financial Advocates Investment Management
Washington
$2.72M 104,918 +18,548 +21%
OMC
20
Old Mission Capital
Illinois
$2.68M 103,305 +103,305 New
BRWM
21
B. Riley Wealth Management
Tennessee
$2.54M 97,975 +60,155 +159%
Citadel Advisors
22
Citadel Advisors
Florida
$2.36M 91,108 +91,108 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.36M 91,036 +6,402 +8%
CA
24
Cambridge Advisors
Nebraska
$1.83M 70,692 +5,717 +9%
NA
25
NewEdge Advisors
Louisiana
$1.75M 67,400 +1,400 +2%
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