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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

43 hedge funds and large institutions have $50.8M invested in First Trust Securitized Plus ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
9
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.6M
2
BCP
2
Blackhawk Capital Partners
Wisconsin
$2.46M
3
CCM
3
Condor Capital Management
New Jersey
$2.22M
4
FTUS
4
Flow Traders U.S.
New York
$1.83M
5
GWM
5
GDS Wealth Management
Texas
$10.7M

Top Sellers

1
WCFA
1
Walkner Condon Financial Advisors
Wisconsin
$1.46M
2
Jane Street
2
Jane Street
New York
$1.37M
3
ARC
3
Advisor Resource Council
Texas
$0
4
DWM
4
Darwin Wealth Management
Florida
$12.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$12.1M 569,642 -37,346 -6%
GWM
2
GDS Wealth Management
Texas
$10.7M 502,704 +55,626 +12%
RJA
3
Raymond James & Associates
Florida
$2.6M 122,590 +122,590 New
BCP
4
Blackhawk Capital Partners
Wisconsin
$2.46M 115,940 +115,940 New
CCM
5
Condor Capital Management
New Jersey
$2.22M 104,424 +104,424 New
EH
6
Equitable Holdings
New York
$2.17M 102,515 +5,594 +6%
ECA
7
Elevated Capital Advisors
Utah
$1.87M 88,004 +7,198 +9%
FTUS
8
Flow Traders U.S.
New York
$1.83M 86,356 +86,356 New
LPL Financial
9
LPL Financial
California
$1.68M 79,082 +323 +0.4%
HI
10
Harbour Investments
Wisconsin
$1.54M 72,802 -4,631 -6%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.46M 68,770 -256,306 -79%
LJAC
12
L.J. Altfest & Co
New York
$1.44M 67,908 +10,713 +19%
Jane Street
13
Jane Street
New York
$1.37M 64,787 -157,020 -71%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.18M 57,398 +517 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$824K 38,844 +10,367 +36%
GM
16
GeoWealth Management
Illinois
$693K 32,694 -12,872 -28%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$645K 30,386 +30,386 New
RFP
18
Root Financial Partners
California
$480K 22,632 -365 -2%
SFP
19
Strategic Financial Partners
Oregon
$472K 22,243 -11 -0%
Cerity Partners
20
Cerity Partners
New York
$460K 21,675 -8,108 -27%
MWM
21
Modern Wealth Management
Kansas
$445K 20,988 +20,988 New
PRI
22
Prepared Retirement Institute
Pennsylvania
$355K 16,758 +16,758 New
AWA
23
Arkadios Wealth Advisors
Georgia
$348K 16,412 -289 -2%
TC
24
Telemus Capital
Michigan
$314K 14,797 -977 -6%
RPCA
25
Running Point Capital Advisors
California
$216K 10,188 +10,188 New
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