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First Trust Securitized Plus ETF
DEED

Overview Fund Activity

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
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
–

Top Buyers

1
GWM
GDS Wealth Management
Texas
+$2.03M
2
ECA
Elevated Capital Advisors
Utah
+$1.06M
3
Jane Street
Jane Street
New York
+$918K
4
LJAC
L.J. Altfest & Co
New York
+$506K
5
NA
NewEdge Advisors
Louisiana
+$267K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.6M
2
CCM
Condor Capital Management
New Jersey
-$2.22M
3
FTUS
Flow Traders U.S.
New York
-$1.83M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$645K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1
GDS Wealth Management
Texas
$12.4M +$2.03M +98,160 +20%
DWM
2
Darwin Wealth Management
Florida
$11.4M -$382K -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 +$918K +44,326 +68%
LJAC
7
L.J. Altfest & Co
New York
$1.91M +$506K +24,417 +36%
LPL Financial
8
LPL Financial
California
$1.79M +$153K +7,392 +9%
HI
9
Harbour Investments
Wisconsin
$1.48M -$30.1K -1,455 -2%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.16M +$10.7K +532 +0.9%
MWM
11
Modern Wealth Management
Kansas
$432K -$2.61K -126 -0.6%
GM
12
GeoWealth Management
Illinois
$423K -$254K -12,260 -37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$392K -$413K -19,933 -51%
SFP
14
Strategic Financial Partners
Oregon
$388K -$72.4K -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 +$267K +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 +$205K +9,903 New
ACA
22
Aptus Capital Advisors
Alabama
$63K -$59.2K -2,859 -48%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$63K -$59.2K -2,859 -48%
AA
24
AlphaMark Advisors
Kentucky
$48K -$102K -4,945 -68%
GWM
25
Geneos Wealth Management
Colorado
$38.5K -$7.08K -342 -16%
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