First Trust Securitized PlusDEEDETF
13F holders, Q1 2024 (March 31)34holders
$20.69avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings. The largest holders were GDS Wealth Management ($12.4M), Darwin Wealth Management, LLC ($11.4M) and Elevated Capital Advisors, LLC ($2.9M).
- Company
- First Trust Securitized Plus
- CUSIP
- 33740U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $680K |
| Exits | 12 | $9.4M |
Ownership 34 holders
| GDS Wealth Management | 1.46% | Add +19.5% | 600,864 | $12.4M |
| Darwin Wealth Management, LLC | 3.18% | Reduce -3.2% | 551,194 | $11.4M |
| Elevated Capital Advisors, LLC | 0.83% | Add +58.2% | 139,236 | $2.9M |
| Blackhawk Capital Partners, LLC | 1.48% | Reduce -1.1% | 114,671 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +11.4% | 114,228 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +68.4% | 109,113 | $2.3M |
| Altfest L J & Co. Inc. | 0.27% | Add +36.0% | 92,325 | $1.9M |
| LPL Financial LLC | 0.00% | Add +9.3% | 86,474 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Reduce -2.0% | 71,347 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.9% | 57,930 | $1.2M |
| StoneX Group Inc. | 0.06% | Reduce -40.0% | 30,000 | $621K |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.6% | 20,862 | $432K |
| GeoWealth Management, LLC | 0.02% | Reduce -37.5% | 20,434 | $423K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -51.3% | 18,911 | $392K |
| Strategic Financial Partners, Ltd. | 0.21% | Reduce -15.7% | 18,747 | $388K |
| Prepared Retirement Institute LLC | 0.23% | Reduce -10.3% | 15,041 | $311K |
| Root Financial Partners, LLC | 0.09% | Reduce -36.1% | 14,469 | $300K |
| Cerity Partners LLC | 0.00% | Reduce -40.0% | 12,997 | $269K |
| NewEdge Advisors, LLC | 0.00% | New | 12,893 | $267K |
| Running Point Capital Advisors, LLC | 0.09% | No change | 10,188 | $211K |
| Cetera Investment Advisers | 0.00% | New | 10,038 | $208K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,903 | $205K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -48.4% | 3,043 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.4% | 3,043 | $63K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -68.0% | 2,325 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -15.6% | 1,857 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.0% | 1,561 | $32K |
| Aspire Private Capital, LLC | 0.01% | No change | 1,518 | $31K |
| Scarborough Advisors, LLC | 0.01% | Add +2.1% | 1,281 | $27K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -0.9% | 1,246 | $26K |
| UBS Group AG | 0.00% | Add +15620.0% | 786 | $16K |
| Wagner Wealth Management, LLC | 0.00% | No change | 440 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 115 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $14 |
"% of holder's portfolio" is DEED's weight in each manager's 13F, not the share of First Trust Securitized Plus the manager owns.