First Trust Securitized PlusDEEDETF
13F holders, Q1 2025 (March 31)36holders −1
4new positions
4sold out
1famous investor
$21.14avg. 13F price*
At the end of Q1 2025, 36 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were GDS Wealth Management ($21.0M), Guided Capital Wealth Management, LLC ($6.8M) and NewEdge Advisors, LLC ($6.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.4M |
| Exits | 4 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 525,661 shares bought and 275,792 shares sold, net +249,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| GDS Wealth Management | 1.79% | Add +9.6% | 992,625 | $21.0M |
| Guided Capital Wealth Management, LLC | 5.65% | Add +6.5% | 320,145 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Add +2.3% | 284,801 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 159,125 | $3.4M |
| Citadel Advisors | 0.00% | Add +264.9% | 133,916 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.7% | 92,684 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +378.5% | 88,727 | $1.9M |
| Blackhawk Capital Partners, LLC | 0.96% | New | 87,760 | $1.9M |
| LPL Financial LLC | 0.00% | Add +9.4% | 79,957 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.80% | Add +385.2% | 72,153 | $1.5M |
| Altfest L J & Co. Inc. | 0.17% | Reduce -3.7% | 64,841 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,352 | $980K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -12.0% | 38,673 | $818K |
| Insigneo Advisory Services, LLC | 0.07% | No change | 33,280 | $704K |
| Puff Wealth Management, LLC | 1.16% | Add +1.4% | 31,021 | $656K |
| Belpointe Asset Management LLC | 0.03% | New | 26,722 | $565K |
| Rik Saylor Financial, Inc. | 0.50% | Reduce -2.0% | 26,606 | $562K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -23.2% | 22,493 | $473K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.6% | 20,022 | $423K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 19,098 | $404K |
| TCFG Wealth Management, LLC | 0.19% | Add +0.6% | 17,714 | $374K |
| Running Point Capital Advisors, LLC | 0.11% | Add +12.9% | 15,892 | $336K |
| Prepared Retirement Institute LLC | 0.18% | Reduce -1.5% | 13,162 | $278K |
| Darwin Wealth Management, LLC | 0.06% | No change | 8,615 | $178K |
| Harbour Investments, Inc. | 0.00% | Add +8.3% | 2,450 | $52K |
| UBS Group AG | 0.00% | Reduce -19.2% | 1,447 | $31K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.6% | 1,000 | $21K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 808 | $17K |
| Park Square Financial Group, LLC | 0.01% | No change | 803 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.8% | 634 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.1% | 453 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| Bank of America Corp. | 0.00% | New | 78 | $2K |
| 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.