First Trust Securitized PlusDEEDETF
13F holders, Q2 2026 (June 30)33holders −3
3new positions
7sold out
1famous investor
$21.38avg. 13F price*
At the end of Q2 2026, 33 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, down 3 from Q1 2026. 3 opened new positions and 7 sold out. The largest holders were GDS Wealth Management ($24.6M), Guided Capital Wealth Management, LLC ($8.5M) and NewEdge Advisors, LLC ($4.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Securitized Plus
- CUSIP
- 33740U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.3M |
| Exits | 7 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 231,340 shares bought and 386,524 shares sold, net −155,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| GDS Wealth Management | 1.17% | Add +4.7% | 1,149,150 | $24.6M |
| Guided Capital Wealth Management, LLC | 4.98% | Reduce -5.8% | 398,039 | $8.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -26.4% | 219,232 | $4.7M |
| Citadel Advisors | 0.00% | Add +162.6% | 100,748 | $2.2M |
| Vise Technologies, Inc. | 0.02% | New | 98,942 | $2.1M |
| Milestones Private Investment Advisors LLC | 1.68% | Add +1.2% | 98,676 | $2.1M |
| Strategic Financial Partners, Ltd. | 0.68% | Add +5.1% | 83,760 | $1.8M |
| Altfest L J & Co. Inc. | 0.17% | Add +4.7% | 80,692 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -9.0% | 79,889 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -61.6% | 52,278 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.7% | 42,274 | $904K |
| Jane Street Group, LLC | 0.00% | Reduce -61.0% | 38,373 | $820K |
| Belpointe Asset Management LLC | 0.02% | Reduce -16.0% | 31,319 | $670K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 26,700 | $571K |
| Rik Saylor Financial, Inc. | 0.36% | Reduce -0.5% | 25,243 | $540K |
| Equitable Holdings, Inc. | 0.00% | Add +5.0% | 23,211 | $496K |
| Puff Wealth Management, LLC | 0.42% | — | 19,409 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 17,761 | $380K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.1% | 14,575 | $312K |
| TCFG Investment Advisors, LLC | 0.10% | Reduce -25.7% | 13,594 | $291K |
| Ni Acquisitions Company, LLC | 0.10% | — | 10,632 | $227K |
| Darwin Wealth Management, LLC | 0.04% | Add +1.0% | 6,874 | $147K |
| GeoWealth Management, LLC | 0.00% | New | 4,963 | $106K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $64K |
| Osaic Holdings, Inc. | 0.00% | New | 1,650 | $35K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.3% | 966 | $21K |
| Morgan Stanley | 0.00% | Reduce -85.9% | 809 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.3% | 478 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 244 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.4% | 226 | $5K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| Davis Capital Management | 0.00% | No change | 67 | $1K |
"% of holder's portfolio" is DEED's weight in each manager's 13F, not the share of First Trust Securitized Plus the manager owns.