We are live on ! Find out more
DEED icon

First Trust Securitized Plus ETF

37 hedge funds and large institutions have $50.8M invested in First Trust Securitized Plus ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

19% more funds holding

Funds holding: 3137 (+6)

11.78% more ownership

Funds ownership: 61.56%73.34% (+12%)

10% more capital invested

Capital invested by funds: $46.2M → $50.8M (+$4.64M)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
11
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GDS Wealth Management
Texas
$18.7M +$2.06M +98,140 +12%
GCWM
2
Guided Capital Wealth Management
Texas
$6.22M +$6.32M +300,539 New
NA
3
NewEdge Advisors
Louisiana
$5.76M -$327K -15,566 -5%
LC
4
Legacy CG
Texas
$4.95M -$7.54K -359 -0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$2.97M +$3.02M +143,619 New
EH
6
Equitable Holdings
New York
$1.88M +$224K +10,661 +13%
LPL Financial
7
LPL Financial
California
$1.51M -$21.6K -1,027 -1%
LJAC
8
L.J. Altfest & Co
New York
$1.39M -$20K -953 -1%
ATPW
9
Ashton Thomas Private Wealth
Arizona
$909K +$341K +16,242 +59%
Citadel Advisors
10
Citadel Advisors
Florida
$759K +$558K +26,568 +262%
IAS
11
Insigneo Advisory Services
Florida
$688K +$81.9K +3,899 +13%
PWM
12
Puff Wealth Management
New Jersey
$632K +$643K +30,578 New
CPIG
13
Chicago Partners Investment Group
Illinois
$602K -$624K -29,684 -50%
RSF
14
Rik Saylor Financial
Ohio
$562K +$571K +27,152 New
MWM
15
Modern Wealth Management
Kansas
$421K -$5.04K -240 -1%
Jane Street
16
Jane Street
New York
$383K +$390K +18,544 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$378K +$15K +713 +4%
TWM
18
TCFG Wealth Management
California
$364K -$34.5K -1,644 -9%
SFP
19
Strategic Financial Partners
Oregon
$308K +$2.25K +107 +0.7%
RPCA
20
Running Point Capital Advisors
California
$291K +$2.42K +115 +0.8%
PRI
21
Prepared Retirement Institute
Pennsylvania
$276K -$36.3K -1,729 -11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$264K -$543K -25,851 -67%
DWM
23
Darwin Wealth Management
Florida
$178K -$22.8K -1,084 -11%
GM
24
GeoWealth Management
Illinois
$99.6K -$22.8K -1,083 -18%
CAS
25
Coppell Advisory Solutions
Texas
$47.8K

DEED Hedge Fund Activity: Q4 2024 in Review

37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q4 2024, worth a combined $50.8M — up 10% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DEED positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was GDS Wealth Management, adding an estimated $2.06M. The largest seller was Blackhawk Capital Partners, exiting entirely with an estimated $2.57M sold.

  • 37 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $50.8M of First Trust Securitized Plus ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 8 funds opened new First Trust Securitized Plus ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q4 2024 was GDS Wealth Management, an estimated $2.06M added.
  • The largest First Trust Securitized Plus ETF seller in Q4 2024 was Blackhawk Capital Partners, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2024.