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First Trust Securitized Plus ETF

45 hedge funds and large institutions have $60.4M invested in First Trust Securitized Plus ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$12.9M 615,017 +6,897 +1%
GWM
2
GDS Wealth Management
Texas
$8.49M 397,723 +35,912 +10%
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$6.95M 325,502 +8,565 +3%
BCP
4
Blackhawk Capital Partners
Wisconsin
$2.36M 110,642 +23,389 +27%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.27M 106,496 -2,634 -2%
AWM
6
AE Wealth Management
Kansas
$2.12M 99,348 +962 +1%
RWPA
7
Richard W. Paul & Associates
Michigan
$2.08M 97,363 +1,400 +1%
LPL Financial
8
LPL Financial
California
$2.06M 96,499 -11,918 -11%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.79M 84,055 +84,055 New
EH
10
Equitable Holdings
New York
$1.77M 83,102 +2,806 +3%
HI
11
Harbour Investments
Wisconsin
$1.7M 79,681 +4,071 +5%
ECA
12
Elevated Capital Advisors
Utah
$1.66M 77,864 +18,931 +32%
Cerity Partners
13
Cerity Partners
New York
$1.28M 59,994 -582,059 -91%
CA
14
Cambridge Advisors
Nebraska
$1.23M 57,594 +129 +0.2%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.18M 56,545 +2,630 +5%
LJAC
16
L.J. Altfest & Co
New York
$1.14M 53,275 +7,373 +16%
Jane Street
17
Jane Street
New York
$984K 46,087 -28,921 -39%
Victory Capital Management
18
Victory Capital Management
Texas
$922K 43,166 -70,519 -62%
ARC
19
Advisor Resource Council
Texas
$854K 39,991 +39,991 New
GM
20
GeoWealth Management
Illinois
$846K 39,578 +4,099 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$602K 28,189 -5,068 -15%
SPC
22
Sigma Planning Corp
Michigan
$523K 24,508 -117 -0.5%
RFP
23
Root Financial Partners
California
$491K 22,992 -2,833 -11%
SFP
24
Strategic Financial Partners
Oregon
$472K 22,094 +82 +0.4%
AWA
25
Arkadios Wealth Advisors
Georgia
$393K 18,397 -125 -0.7%