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First Trust Securitized Plus ETF

36 hedge funds and large institutions have $57.2M invested in First Trust Securitized Plus ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $50.8M → $57.2M (+$6.4M)

1.84% more ownership

Funds ownership: 73.34%75.18% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 3736 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% 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
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GDS Wealth Management
Texas
$21M +$1.82M +86,699 +10%
GCWM
2
Guided Capital Wealth Management
Texas
$6.77M +$410K +19,606 +7%
NA
3
NewEdge Advisors
Louisiana
$6.02M +$135K +6,471 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$3.36M +$325K +15,506 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$2.83M +$2.04M +97,212 +265%
EH
6
Equitable Holdings
New York
$1.96M +$32.9K +1,572 +2%
Jane Street
7
Jane Street
New York
$1.88M +$1.47M +70,183 +378%
BCP
8
Blackhawk Capital Partners
Wisconsin
$1.86M +$1.84M +87,760 New
LPL Financial
9
LPL Financial
California
$1.69M +$143K +6,843 +9%
SFP
10
Strategic Financial Partners
Oregon
$1.53M +$1.2M +57,281 +385%
LJAC
11
L.J. Altfest & Co
New York
$1.37M -$52.6K -2,513 -4%
Goldman Sachs
12
Goldman Sachs
New York
$980K +$970K +46,352 New
ATPW
13
Ashton Thomas Private Wealth
Arizona
$818K -$110K -5,263 -12%
IAS
14
Insigneo Advisory Services
Florida
$704K
PWM
15
Puff Wealth Management
New Jersey
$656K +$9.28K +443 +1%
BAM
16
Belpointe Asset Management
Nevada
$565K +$559K +26,722 New
RSF
17
Rik Saylor Financial
Ohio
$562K -$11.4K -546 -2%
CPIG
18
Chicago Partners Investment Group
Illinois
$473K -$142K -6,784 -23%
MWM
19
Modern Wealth Management
Kansas
$423K -$6.74K -322 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$404K +$17.1K +818 +4%
TWM
21
TCFG Wealth Management
California
$374K +$2.16K +103 +0.6%
RPCA
22
Running Point Capital Advisors
California
$336K +$38.1K +1,819 +13%
PRI
23
Prepared Retirement Institute
Pennsylvania
$278K -$4.29K -205 -2%
DWM
24
Darwin Wealth Management
Florida
$178K
GWM
25
Geneos Wealth Management
Colorado
$63.4K +$33.5K +1,600 +114%

DEED Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2025, worth a combined $57.2M — up 13% from $50.8M a quarter earlier.

Fund positioning in DEED was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.04M. The largest seller was Legacy CG, exiting entirely with an estimated $4.95M sold.

  • 36 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2025, down from 37 in Q4 2024.
  • Funds reported $57.2M of First Trust Securitized Plus ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 4 funds opened new First Trust Securitized Plus ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2025 was Citadel Advisors, an estimated $2.04M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2025 was Legacy CG, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2025.