First Trust Securitized PlusDEEDETF
13F holders, Q3 2024 (September 30)31holders −8
1new positions
11sold out
1famous investor
$21.74avg. 13F price*
At the end of Q3 2024, 31 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, down 8 from Q2 2024. 1 opened new positions and 11 sold out. The largest holders were GDS Wealth Management ($17.6M), NewEdge Advisors, LLC ($6.4M) and Legacy CG, LLC ($5.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $221K |
| Exits | 11 | $7.6M |
All 13F filers, Q2 2024 → Q3 2024: 178,314 shares bought and 435,128 shares sold, net −256,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| GDS Wealth Management | 1.71% | Add +12.8% | 807,786 | $17.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.2% | 293,896 | $6.4M |
| Legacy CG, LLC | 1.71% | Add +0.0% | 239,593 | $5.2M |
| Raymond James & Associates | 0.00% | Add +30.6% | 148,259 | $3.2M |
| Blackhawk Capital Partners, LLC | 1.37% | Add +1.1% | 118,250 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -30.4% | 80,451 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 74,141 | $1.6M |
| Altfest L J & Co. Inc. | 0.20% | Add +2.0% | 68,307 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.9% | 58,961 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +107.7% | 38,615 | $840K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 29,381 | $639K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +140.4% | 27,694 | $603K |
| Modern Wealth Management, LLC | 0.03% | Add +2.5% | 20,584 | $448K |
| TCFG Wealth Management, LLC | 0.21% | — | 19,255 | $419K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 17,567 | $382K |
| Prepared Retirement Institute LLC | 0.20% | Add +0.2% | 15,096 | $328K |
| Strategic Financial Partners, Ltd. | 0.16% | Add +1.1% | 14,765 | $321K |
| Running Point Capital Advisors, LLC | 0.12% | Add +13.2% | 13,958 | $304K |
| Citadel Advisors | 0.00% | New | 10,136 | $221K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -46.2% | 9,699 | $211K |
| GeoWealth Management, LLC | 0.00% | Reduce -63.3% | 5,898 | $128K |
| Harbour Investments, Inc. | 0.00% | Reduce -28.6% | 3,925 | $85K |
| AlphaMark Advisors, LLC | 0.02% | No change | 2,200 | $48K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -3.6% | 2,216 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.5% | 1,400 | $30K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,019 | $22K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.5% | 442 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | — | 306 | $7K |
| Davis Capital Management | 0.00% | No change | 67 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $27 |
| Wells Fargo & Company | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is DEED's weight in each manager's 13F, not the share of First Trust Securitized Plus the manager owns.