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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

61 hedge funds and large institutions have $116M invested in First Trust Securitized Plus ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
61
Holders Change
-12
Holders Change %
-16.44%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Condor Capital Management
New Jersey
$3.12M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$1.53M
3
OMC
3
Old Mission Capital
Illinois
$1.53M
4
CF
4
Centaurus Financial
California
$3.5M
5
DA
5
Drake & Associates
Wisconsin
$11.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Cerity Partners
2
Cerity Partners
New York
$16.3M
3
LPL Financial
3
LPL Financial
California
$3.8M
4
TC
4
Telemus Capital
Michigan
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$915K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$16.3M 760,557 -145,286 -16%
DWM
2
Darwin Wealth Management
Florida
$14.8M 708,552 -39,718 -5%
DA
3
Drake & Associates
Wisconsin
$11.9M 552,989 +25,817 +5%
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$6.66M 310,352 +8,461 +3%
CAG
5
Csenge Advisory Group
Florida
$5.81M 270,772 +12,873 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$4.72M 220,050 -19,200 -8%
UWM
7
USAdvisors Wealth Management
Minnesota
$4.06M 189,226 +946 +0.5%
LPL Financial
8
LPL Financial
California
$3.8M 177,114 -134,820 -43%
CF
9
Centaurus Financial
California
$3.5M 163,086 +41,858 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.24M 150,922 +2,282 +2%
HI
11
Harbour Investments
Wisconsin
$3.15M 138,662 – –
CCM
12
Condor Capital Management
New Jersey
$3.12M 145,278 +145,278 New
GM
13
GeoWealth Management
Illinois
$2.79M 129,901 +7,326 +6%
AWM
14
AE Wealth Management
Kansas
$2.17M 100,848 -14,357 -12%
AI
15
Atria Investments
North Carolina
$1.99M 92,846 -46,866 -34%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.95M 90,942 -5,175 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.93M 89,771 -1,602 -2%
EH
18
Equitable Holdings
New York
$1.67M 77,626 +7,547 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$1.6M 74,282 +12,143 +20%
OMC
20
Old Mission Capital
Illinois
$1.53M 71,303 +56,986 +398%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.53M 71,076 +57,930 +441%
SG
22
StoneX Group
New York
$1.5M 70,000 -1,900 -3%
CA
23
Cambridge Advisors
Nebraska
$1.26M 58,526 -4,018 -6%
RFN
24
RDA Financial Network
Iowa
$1.18M 54,716 +1,131 +2%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.1M 53,502 +231 +0.4%
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