First Trust Securitized PlusDEEDETF
13F holders, Q3 2025 (September 30)37holders −1
2new positions
4sold out
1famous investor
$21.38avg. 13F price*
At the end of Q3 2025, 37 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 4 sold out. The largest holders were GDS Wealth Management ($23.1M), Guided Capital Wealth Management, LLC ($7.2M) and NewEdge Advisors, LLC ($5.1M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $481K |
| Exits | 4 | $367K |
All 13F filers, Q2 2025 → Q3 2025: 243,394 shares bought and 84,256 shares sold, net +159,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| GDS Wealth Management | 1.52% | Add +5.4% | 1,080,075 | $23.1M |
| Guided Capital Wealth Management, LLC | 6.14% | Add +8.2% | 334,681 | $7.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -9.5% | 238,896 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 165,127 | $3.5M |
| Blackhawk Capital Partners, LLC | 1.19% | Add +11.3% | 143,638 | $3.1M |
| Equitable Holdings, Inc. | 0.02% | Add +4.3% | 105,363 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +599.1% | 104,278 | $2.2M |
| LPL Financial LLC | 0.00% | Add +16.8% | 84,655 | $1.8M |
| Strategic Financial Partners, Ltd. | 0.72% | Add +7.8% | 73,251 | $1.6M |
| Milestones Private Investment Advisors LLC | 1.05% | Add +0.8% | 71,649 | $1.5M |
| Altfest L J & Co. Inc. | 0.17% | Add +5.6% | 69,917 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 38,085 | $814K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.2% | 34,308 | $734K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -1.9% | 31,900 | $682K |
| Belpointe Asset Management LLC | 0.02% | Add +0.8% | 28,933 | $619K |
| Puff Wealth Management, LLC | 0.83% | Reduce -7.4% | 25,555 | $546K |
| Rik Saylor Financial, Inc. | 0.40% | Reduce -3.6% | 25,457 | $544K |
| Citadel Advisors | 0.00% | Add +0.6% | 24,081 | $515K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 20,466 | $438K |
| Signal Advisors Wealth, LLC | 0.04% | New | 18,371 | $393K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -0.3% | 17,659 | $378K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 17,164 | $367K |
| Modern Wealth Management, LLC | 0.01% | Reduce -26.5% | 14,683 | $314K |
| Darwin Wealth Management, LLC | 0.05% | Add +0.4% | 6,775 | $145K |
| Root Financial Partners, LLC | 0.01% | New | 4,118 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $64K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.5% | 1,730 | $37K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.1% | 1,618 | $35K |
| UBS Group AG | 0.00% | Add +15744.4% | 1,426 | $30K |
| Morgan Stanley | 0.00% | No change | 809 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.1% | 462 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 174 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -69.9% | 68 | $1K |
| Davis Capital Management | 0.00% | — | 67 | $1K |
| 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.