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First Trust Securitized Plus ETF

38 hedge funds and large institutions have $55.6M invested in First Trust Securitized Plus ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 3638 (+2)

3.32% more ownership

Funds ownership: 75.18%78.5% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $57.2M → $55.6M (-$1.62M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GDS Wealth Management
Texas
$21.7M +$665K +31,741 +3%
GCWM
2
Guided Capital Wealth Management
Texas
$6.54M -$228K -10,880 -3%
NA
3
NewEdge Advisors
Louisiana
$5.58M -$435K -20,784 -7%
Raymond James Financial
4
Raymond James Financial
Florida
$3.34M -$28K -1,337 -0.8%
BCP
5
Blackhawk Capital Partners
Wisconsin
$2.73M +$866K +41,342 +47%
EH
6
Equitable Holdings
New York
$2.14M +$174K +8,321 +9%
LPL Financial
7
LPL Financial
California
$1.53M -$157K -7,483 -9%
MPIA
8
Milestones Private Investment Advisors
New York
$1.5M +$1.49M +71,044 New
SFP
9
Strategic Financial Partners
Oregon
$1.44M -$88.6K -4,231 -6%
Goldman Sachs
10
Goldman Sachs
New York
$1.4M +$417K +19,912 +43%
LJAC
11
L.J. Altfest & Co
New York
$1.4M +$28.3K +1,349 +2%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$805K -$12.3K -588 -2%
IAS
13
Insigneo Advisory Services
Florida
$687K -$16.3K -780 -2%
BAM
14
Belpointe Asset Management
Nevada
$607K +$41.7K +1,992 +7%
PWM
15
Puff Wealth Management
New Jersey
$583K -$72K -3,434 -11%
RSF
16
Rik Saylor Financial
Ohio
$558K -$3.98K -190 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$506K -$2.3M -109,989 -82%
MWM
18
Modern Wealth Management
Kansas
$422K -$1.01K -48 -0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$422K +$17.8K +850 +4%
TWM
20
TCFG Wealth Management
California
$374K
RPCA
21
Running Point Capital Advisors
California
$363K +$26.7K +1,272 +8%
Jane Street
22
Jane Street
New York
$315K -$1.55M -73,812 -83%
PRI
23
Prepared Retirement Institute
Pennsylvania
$278K
DWM
24
Darwin Wealth Management
Florida
$143K -$39.1K -1,867 -22%
GWM
25
Geneos Wealth Management
Colorado
$63.4K

DEED Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2025, worth a combined $55.6M — down 2.8% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DEED positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Blackhawk Capital Partners, adding an estimated $866K. The largest seller was Citadel Advisors, cutting an estimated $2.3M.

  • 38 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $55.6M of First Trust Securitized Plus ETF stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 6 funds opened new First Trust Securitized Plus ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q2 2025 was Blackhawk Capital Partners, an estimated $866K added.
  • The largest First Trust Securitized Plus ETF seller in Q2 2025 was Citadel Advisors, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2025.