First Trust Securitized PlusDEEDETF
13F holders, Q2 2025 (June 30)38holders +2
5new positions
3sold out
1famous investor
$21.14avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were GDS Wealth Management ($21.7M), Guided Capital Wealth Management, LLC ($6.5M) and NewEdge Advisors, LLC ($5.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $114K |
| Exits | 3 | $488K |
All 13F filers, Q1 2025 → Q2 2025: 114,199 shares bought and 260,066 shares sold, net −145,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| GDS Wealth Management | 1.58% | Add +3.2% | 1,024,366 | $21.7M |
| Guided Capital Wealth Management, LLC | 5.04% | Reduce -3.4% | 309,265 | $6.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.3% | 264,017 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 157,788 | $3.3M |
| Blackhawk Capital Partners, LLC | 1.26% | Add +47.1% | 129,102 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +9.0% | 101,005 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 72,474 | $1.5M |
| Milestones Private Investment Advisors LLC | 1.11% | — | 71,044 | $1.5M |
| Strategic Financial Partners, Ltd. | 0.67% | Reduce -5.9% | 67,922 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.0% | 66,264 | $1.4M |
| Altfest L J & Co. Inc. | 0.17% | Add +2.1% | 66,190 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.5% | 38,085 | $805K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -2.3% | 32,500 | $687K |
| Belpointe Asset Management LLC | 0.03% | Add +7.5% | 28,714 | $607K |
| Puff Wealth Management, LLC | 0.95% | Reduce -11.1% | 27,587 | $583K |
| Rik Saylor Financial, Inc. | 0.43% | Reduce -0.7% | 26,416 | $558K |
| Citadel Advisors | 0.00% | Reduce -82.1% | 23,927 | $506K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.2% | 19,974 | $422K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 19,948 | $422K |
| TCFG Wealth Management, LLC | 0.17% | No change | 17,714 | $374K |
| Running Point Capital Advisors, LLC | 0.10% | Add +8.0% | 17,164 | $363K |
| Jane Street Group, LLC | 0.00% | Reduce -83.2% | 14,915 | $315K |
| Prepared Retirement Institute LLC | 0.16% | No change | 13,162 | $278K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -21.7% | 6,748 | $143K |
| Geneos Wealth Management Inc. | 0.00% | Add +200.0% | 3,000 | $63K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 2,455 | $52K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 2,030 | $43K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,617 | $34K |
| Scarborough Advisors, LLC | 0.01% | New | 1,364 | $29K |
| Morgan Stanley | 0.00% | Add +0.1% | 809 | $17K |
| Park Square Financial Group, LLC | 0.01% | No change | 803 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.9% | 457 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 226 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 173 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| UBS Group AG | 0.00% | Reduce -99.4% | 9 | $190 |
| 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.