First Trust Securitized PlusDEEDETF
13F holders, Q4 2025 (December 31)34holders −3
4new positions
7sold out
1famous investor
$21.60avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, down 3 from Q3 2025. 4 opened new positions and 7 sold out. The largest holders were GDS Wealth Management ($22.8M), Guided Capital Wealth Management, LLC ($9.2M) and NewEdge Advisors, LLC ($6.7M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 7 | $4.2M |
All 13F filers, Q3 2025 → Q4 2025: 274,131 shares bought and 343,550 shares sold, net −69,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| GDS Wealth Management | 1.43% | Reduce -2.1% | 1,056,958 | $22.8M |
| Guided Capital Wealth Management, LLC | 6.44% | Add +27.1% | 425,437 | $9.2M |
| NewEdge Advisors, LLC | 0.02% | Add +30.7% | 312,276 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 159,041 | $3.4M |
| Equitable Holdings, Inc. | 0.02% | Add +10.3% | 116,166 | $2.5M |
| Milestones Private Investment Advisors LLC | 1.39% | Add +30.2% | 93,272 | $2.0M |
| LPL Financial LLC | 0.00% | Add +4.4% | 88,383 | $1.9M |
| Strategic Financial Partners, Ltd. | 0.68% | Reduce -1.0% | 72,518 | $1.6M |
| Altfest L J & Co. Inc. | 0.17% | Add +1.9% | 71,218 | $1.5M |
| Citadel Advisors | 0.00% | Add +70.6% | 41,088 | $888K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.2% | 38,549 | $833K |
| GeoWealth Management, LLC | 0.03% | New | 36,134 | $780K |
| Belpointe Asset Management LLC | 0.02% | Add +1.2% | 29,278 | $632K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -13.2% | 27,700 | $598K |
| Rik Saylor Financial, Inc. | 0.40% | Reduce -0.7% | 25,287 | $546K |
| Puff Wealth Management, LLC | 0.60% | Reduce -15.8% | 21,505 | $464K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.2% | 18,386 | $397K |
| TCFG Wealth Management, LLC | 0.15% | Add +3.4% | 18,251 | $394K |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 14,020 | $303K |
| Susquehanna International Group, LLP | 0.00% | New | 11,199 | $242K |
| Modern Wealth Management, LLC | 0.00% | Reduce -30.0% | 10,278 | $222K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -44.3% | 10,227 | $221K |
| Darwin Wealth Management, LLC | 0.05% | Add +0.1% | 6,783 | $147K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,754 | $146K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $65K |
| Root Financial Partners, LLC | 0.00% | Reduce -44.8% | 2,273 | $49K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.8% | 1,492 | $32K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 808 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.1% | 467 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 175 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| Davis Capital Management | 0.00% | No change | 67 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 31 | $1K |
"% of holder's portfolio" is DEED's weight in each manager's 13F, not the share of First Trust Securitized Plus the manager owns.