First Trust Securitized PlusDEEDETF
13F holders, Q4 2024 (December 31)37holders +6
2new positions
1sold out
1famous investor
$20.68avg. 13F price*
At the end of Q4 2024, 37 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, up 6 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were GDS Wealth Management ($18.7M), Guided Capital Wealth Management, LLC ($6.2M) and NewEdge Advisors, LLC ($5.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $421K |
| Exits | 1 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 177,634 shares bought and 199,133 shares sold, net −21,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| GDS Wealth Management | 1.71% | Add +12.2% | 905,926 | $18.7M |
| Guided Capital Wealth Management, LLC | 5.70% | — | 300,539 | $6.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -5.3% | 278,330 | $5.8M |
| Legacy CG, LLC | 1.52% | Reduce -0.1% | 239,234 | $4.9M |
| Raymond James Financial Inc. | 0.00% | — | 143,619 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +13.3% | 91,112 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 73,114 | $1.5M |
| Altfest L J & Co. Inc. | 0.18% | Reduce -1.4% | 67,354 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +58.6% | 43,936 | $909K |
| Citadel Advisors | 0.00% | Add +262.1% | 36,704 | $759K |
| Insigneo Advisory Services, LLC | 0.07% | Add +13.3% | 33,280 | $688K |
| Puff Wealth Management, LLC | 1.10% | — | 30,578 | $632K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -50.4% | 29,277 | $602K |
| Rik Saylor Financial, Inc. | 0.52% | — | 27,152 | $562K |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.2% | 20,344 | $421K |
| Jane Street Group, LLC | 0.00% | New | 18,544 | $383K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 18,280 | $378K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -8.5% | 17,611 | $364K |
| Strategic Financial Partners, Ltd. | 0.16% | Add +0.7% | 14,872 | $308K |
| Running Point Capital Advisors, LLC | 0.10% | Add +0.8% | 14,073 | $291K |
| Prepared Retirement Institute LLC | 0.16% | Reduce -11.4% | 13,367 | $276K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 12,764 | $264K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -11.2% | 8,615 | $178K |
| GeoWealth Management, LLC | 0.00% | Reduce -18.4% | 4,815 | $100K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 2,216 | $48K |
| Harbour Investments, Inc. | 0.00% | Reduce -42.4% | 2,262 | $47K |
| AlphaMark Advisors, LLC | 0.02% | Add +1.8% | 2,240 | $46K |
| UBS Group AG | 0.00% | New | 1,791 | $37K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,400 | $29K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,019 | $21K |
| Morgan Stanley | 0.00% | Add +80800.0% | 809 | $17K |
| Park Square Financial Group, LLC | 0.01% | — | 803 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.4% | 448 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $6K |
| Nova Wealth Management, Inc. | 0.00% | — | 150 | $3K |
| Davis Capital Management | 0.00% | No change | 67 | $1K |
| Wells Fargo & Company | 0.00% | No change | 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.