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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

64 hedge funds and large institutions have $211M invested in First Trust Securitized Plus ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.9M
2
MWM
2
Mattern Wealth Management
Kansas
$9.9M
3
PP
3
Palladium Partners
Virginia
$32.4M
4
DWM
4
Darwin Wealth Management
Florida
$16.4M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$5.79M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$217K
2
CAG
2
Csenge Advisory Group
Florida
$1.88M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
1
Palladium Partners
Virginia
$32.4M 1,261,347 +356,646 +39%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M 694,904 +476,136 +218%
DWM
3
Darwin Wealth Management
Florida
$16.4M 646,787 +362,361 +127%
LPL Financial
4
LPL Financial
California
$15.9M 618,368 -31,365 -5%
GIA
5
Gladstone Institutional Advisory
Florida
$13.1M 510,055 -23,688 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.5M 449,264 +30,297 +7%
MWM
7
Mattern Wealth Management
Kansas
$9.9M 385,207 +357,725 +1,302%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.96M 309,553 +32,736 +12%
Victory Capital Management
9
Victory Capital Management
Texas
$6.93M 269,450 +57,948 +27%
UWM
10
USAdvisors Wealth Management
Minnesota
$5.79M 225,223 +225,223 New
PAG
11
Private Advisor Group
New Jersey
$5.14M 199,815 +53,864 +37%
AI
12
Atria Investments
North Carolina
$4.88M 190,039 +36,303 +24%
SMF
13
Sterling Manor Financial
New York
$4.44M 172,719 -1,092 -0.6%
SCA
14
Snowden Capital Advisors
New York
$3.58M 139,183 +7,803 +6%
PFS
15
Prospera Financial Services
Texas
$3.56M 138,414 +786 +0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M 133,696 +42,660 +47%
TC
17
Telemus Capital
Michigan
$3.32M 128,979 +128,979 New
HI
18
Harbour Investments
Wisconsin
$3.19M 123,998 +121,618 +5,110%
SG
19
StoneX Group
New York
$3.08M 120,000 – –
GM
20
GeoWealth Management
Illinois
$3.03M 118,023 +85,066 +258%
William Blair & Company
21
William Blair & Company
Illinois
$2.96M 115,000 – –
FAIM
22
Financial Advocates Investment Management
Washington
$2.75M 107,004 +2,086 +2%
BRWM
23
B. Riley Wealth Management
Tennessee
$2.6M 100,995 +3,020 +3%
CAG
24
Csenge Advisory Group
Florida
$1.88M 72,402 -189,045 -72%
CA
25
Cambridge Advisors
Nebraska
$1.87M 72,583 +1,891 +3%
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