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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

52 hedge funds and large institutions have $80.2M invested in First Trust Securitized Plus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-13
Holders Change %
-20%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
16
Reduced
26
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
GDS Wealth Management
Texas
+$7.86M
2
M1FG
Mach-1 Financial Group
Arkansas
+$4.19M
3
DWM
Darwin Wealth Management
Florida
+$3.57M
4
ECA
Elevated Capital Advisors
Utah
+$1.28M
5
BCP
Blackhawk Capital Partners
Wisconsin
+$1.15M

Top Sellers

1
Jane Street
Jane Street
New York
-$14.7M
2
KAS
Kestra Advisory Services
Texas
-$1.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.42M
4
Cerity Partners
Cerity Partners
New York
-$1.3M
5
SG
StoneX Group
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$14M -$1.3M -59,743 -9%
DWM
2
Darwin Wealth Management
Florida
$13.1M +$3.57M +165,975 +38%
GWM
3
GDS Wealth Management
Texas
$7.86M +$7.86M +361,811 New
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$6.88M +$251K +11,547 +4%
M1FG
5
Mach-1 Financial Group
Arkansas
$4.19M +$4.19M +193 New
Victory Capital Management
6
Victory Capital Management
Texas
$2.47M -$497K -22,884 -17%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.37M +$8.41K +387 +0.4%
LPL Financial
8
LPL Financial
California
$2.35M -$398K -18,312 -14%
AWM
9
AE Wealth Management
Kansas
$2.14M +$666K +30,672 +45%
RWPA
10
Richard W. Paul & Associates
Michigan
$2.08M +$615K +28,331 +42%
BCP
11
Blackhawk Capital Partners
Wisconsin
$1.9M +$1.15M +52,859 +154%
EH
12
Equitable Holdings
New York
$1.74M +$77.7K +3,577 +5%
HI
13
Harbour Investments
Wisconsin
$1.64M -$83.4K -3,839 -5%
Jane Street
14
Jane Street
New York
$1.63M -$14.7M -678,513 -90%
ECA
15
Elevated Capital Advisors
Utah
$1.28M +$1.28M +58,933 New
CA
16
Cambridge Advisors
Nebraska
$1.25M +$2.59K +119 +0.2%
AI
17
Atria Investments
North Carolina
$1.21M +$57.4K +2,644 +5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.16M +$5.19K +241 +0.4%
LJAC
19
L.J. Altfest & Co
New York
$997K -$316K -14,559 -24%
GM
20
GeoWealth Management
Illinois
$768K -$431K -19,898 -36%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$722K -$76.5K -3,523 -10%
BRWA
22
B. Riley Wealth Advisors
Florida
$704K -$223K -10,249 -24%
RFP
23
Root Financial Partners
California
$561K +$561K +25,825 New
SPC
24
Sigma Planning Corp
Michigan
$535K -$1.67K -77 -0.3%
W
25
WealthOne
New York
$531K -$225K -10,376 -30%
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