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First Trust Securitized Plus ETF

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.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $173M → $211M (+$38M)

11.69% more ownership

Funds ownership: 71.86%83.56% (+12%)

3% more funds holding

Funds holding: 6264 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Palladium Partners
Virginia
$32.4M +$9.21M +356,646 +39%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M +$12.3M +476,136 +218%
DWM
3
Darwin Wealth Management
Florida
$16.4M +$9.36M +362,361 +127%
LPL Financial
4
LPL Financial
California
$15.9M -$810K -31,365 -5%
GIA
5
Gladstone Institutional Advisory
Florida
$13.1M -$612K -23,688 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.5M +$782K +30,297 +7%
MWM
7
Mattern Wealth Management
Kansas
$9.9M +$9.24M +357,725 +1,302%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.96M +$845K +32,736 +12%
Victory Capital Management
9
Victory Capital Management
Texas
$6.92M +$1.5M +57,948 +27%
UWM
10
USAdvisors Wealth Management
Minnesota
$5.79M +$5.82M +225,223 New
PAG
11
Private Advisor Group
New Jersey
$5.13M +$1.39M +53,864 +37%
AI
12
Atria Investments
North Carolina
$4.88M +$937K +36,303 +24%
SMF
13
Sterling Manor Financial
New York
$4.44M -$28.2K -1,092 -0.6%
SCA
14
Snowden Capital Advisors
New York
$3.58M +$201K +7,803 +6%
PFS
15
Prospera Financial Services
Texas
$3.56M +$20.3K +786 +0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.44M +$1.1M +42,660 +47%
TC
17
Telemus Capital
Michigan
$3.31M +$3.33M +128,979 New
HI
18
Harbour Investments
Wisconsin
$3.19M +$3.14M +121,618 +5,110%
SG
19
StoneX Group
New York
$3.08M
GM
20
GeoWealth Management
Illinois
$3.03M +$2.2M +85,066 +258%
William Blair & Company
21
William Blair & Company
Illinois
$2.96M
FAIM
22
Financial Advocates Investment Management
Washington
$2.75M +$53.9K +2,086 +2%
BRWM
23
B. Riley Wealth Management
Tennessee
$2.6M +$78K +3,020 +3%
CAG
24
Csenge Advisory Group
Florida
$1.88M -$4.88M -189,045 -72%
CA
25
Cambridge Advisors
Nebraska
$1.86M +$48.8K +1,891 +3%