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First Trust Securitized Plus ETF

34 hedge funds and large institutions have $58.7M invested in First Trust Securitized Plus ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.71% more ownership

Funds ownership: 77.47%81.18% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1% less capital invested

Capital invested by funds: $59.6M → $58.7M (-$887K)

8% less funds holding

Funds holding: 3734 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
GDS Wealth Management
Texas
$22.8M -$498K -23,117 -2%
GCWM
2
Guided Capital Wealth Management
Texas
$9.19M +$1.96M +90,756 +27%
NA
3
NewEdge Advisors
Louisiana
$6.75M +$1.58M +73,380 +31%
Raymond James Financial
4
Raymond James Financial
Florida
$3.44M -$131K -6,086 -4%
EH
5
Equitable Holdings
New York
$2.51M +$233K +10,803 +10%
MPIA
6
Milestones Private Investment Advisors
New York
$2.01M +$466K +21,623 +30%
LPL Financial
7
LPL Financial
California
$1.91M +$80.3K +3,728 +4%
SFP
8
Strategic Financial Partners
Oregon
$1.57M -$15.8K -733 -1%
LJAC
9
L.J. Altfest & Co
New York
$1.54M +$28K +1,301 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$888K +$367K +17,007 +71%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$833K +$10K +464 +1%
GM
12
GeoWealth Management
Illinois
$780K +$779K +36,134 New
BAM
13
Belpointe Asset Management
Nevada
$632K +$7.43K +345 +1%
IAS
14
Insigneo Advisory Services
Florida
$598K -$90.5K -4,200 -13%
RSF
15
Rik Saylor Financial
Ohio
$546K -$3.66K -170 -0.7%
PWM
16
Puff Wealth Management
New Jersey
$464K -$87.3K -4,050 -16%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$397K -$44.8K -2,080 -10%
TWM
18
TCFG Wealth Management
California
$394K +$12.8K +592 +3%
Jane Street
19
Jane Street
New York
$303K -$1.95M -90,258 -87%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$242K +$241K +11,199 New
MWM
21
Modern Wealth Management
Kansas
$222K -$94.9K -4,405 -30%
SAW
22
Signal Advisors Wealth
Michigan
$221K -$176K -8,144 -44%
DWM
23
Darwin Wealth Management
Florida
$147K +$172 +8 +0.1%
KAS
24
Kestra Advisory Services
Texas
$146K +$146K +6,754 New
GWM
25
Geneos Wealth Management
Colorado
$64.8K