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First Trust Securitized Plus ETF

33 hedge funds and large institutions have $43.8M invested in First Trust Securitized Plus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.05% less ownership

Funds ownership: 72.68%70.64% (-2%)

14% less capital invested

Capital invested by funds: $50.8M → $43.8M (-$7M)

23% less funds holding

Funds holding: 4333 (-10)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GDS Wealth Management
Texas
$12.4M +$2.04M +98,160 +20%
DWM
2
Darwin Wealth Management
Florida
$11.4M -$383K -18,448 -3%
ECA
3
Elevated Capital Advisors
Utah
$2.88M +$1.06M +51,232 +58%
BCP
4
Blackhawk Capital Partners
Wisconsin
$2.37M -$26.3K -1,269 -1%
EH
5
Equitable Holdings
New York
$2.37M +$243K +11,713 +11%
Jane Street
6
Jane Street
New York
$2.26M +$920K +44,326 +68%
LJAC
7
L.J. Altfest & Co
New York
$1.91M +$507K +24,417 +36%
LPL Financial
8
LPL Financial
California
$1.79M +$153K +7,392 +9%
HI
9
Harbour Investments
Wisconsin
$1.48M -$30.2K -1,455 -2%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.16M +$11K +532 +0.9%
MWM
11
Modern Wealth Management
Kansas
$432K -$2.62K -126 -0.6%
GM
12
GeoWealth Management
Illinois
$423K -$255K -12,260 -37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$392K -$414K -19,933 -51%
SFP
14
Strategic Financial Partners
Oregon
$388K -$72.6K -3,496 -16%
PRI
15
Prepared Retirement Institute
Pennsylvania
$311K -$35.6K -1,717 -10%
RFP
16
Root Financial Partners
California
$300K -$169K -8,163 -36%
Cerity Partners
17
Cerity Partners
New York
$269K -$180K -8,678 -40%
NA
18
NewEdge Advisors
Louisiana
$267K +$268K +12,893 New
RPCA
19
Running Point Capital Advisors
California
$211K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$208K +$208K +10,038 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$205K +$206K +9,903 New
ACA
22
Aptus Capital Advisors
Alabama
$63K -$59.4K -2,859 -48%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$63K -$59.4K -2,859 -48%
AA
24
AlphaMark Advisors
Kentucky
$48K -$103K -4,945 -68%
GWM
25
Geneos Wealth Management
Colorado
$38.5K -$7.1K -342 -16%

DEED Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2024, worth a combined $43.8M — down 14% from $50.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DEED and 4 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 9 added.

The largest buyer was GDS Wealth Management, adding an estimated $2.04M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.6M sold.

  • 33 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $43.8M of First Trust Securitized Plus ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 4 funds opened new First Trust Securitized Plus ETF positions in Q1 2024 and 12 closed out, a net change of -8 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2024 was GDS Wealth Management, an estimated $2.04M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2024 was Raymond James & Associates, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2024.