First Trust Securitized PlusDEEDETF
13F holders, Q1 2026 (March 31)36holders +2
6new positions
3sold out
1famous investor
$21.33avg. 13F price*
At the end of Q1 2026, 36 institutions reported holding First Trust Securitized Plus (DEED) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 3 sold out. The largest holders were GDS Wealth Management ($23.4M), Guided Capital Wealth Management, LLC ($9.0M) and NewEdge Advisors, LLC ($6.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 3 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 264,207 shares bought and 192,775 shares sold, net +71,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| GDS Wealth Management | 1.41% | Add +3.9% | 1,097,735 | $23.4M |
| Guided Capital Wealth Management, LLC | 5.95% | Reduce -0.7% | 422,580 | $9.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.7% | 297,690 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.3% | 136,213 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +601.4% | 98,333 | $2.1M |
| Milestones Private Investment Advisors LLC | 1.83% | Add +4.5% | 97,485 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 87,791 | $1.9M |
| Strategic Financial Partners, Ltd. | 0.73% | Add +9.9% | 79,688 | $1.7M |
| Altfest L J & Co. Inc. | 0.18% | Add +8.2% | 77,081 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +402.5% | 56,276 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.8% | 40,393 | $862K |
| Citadel Advisors | 0.00% | Reduce -6.6% | 38,364 | $818K |
| Belpointe Asset Management LLC | 0.03% | Add +27.3% | 37,273 | $795K |
| Goldman Sachs Group Inc. | 0.00% | New | 28,509 | $608K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -3.6% | 26,700 | $570K |
| Rik Saylor Financial, Inc. | 0.41% | Add +0.4% | 25,380 | $541K |
| HRT Financial LP | 0.00% | New | 22,625 | $482K |
| Equitable Holdings, Inc. | 0.00% | Reduce -81.0% | 22,104 | $477K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 18,571 | $396K |
| TCFG Wealth Management, LLC | 0.15% | Add +0.3% | 18,302 | $390K |
| TCFG Investment Advisors, LLC | 0.15% | — | 18,302 | $390K |
| Signal Advisors Wealth, LLC | 0.03% | Add +73.7% | 17,765 | $379K |
| Darwin Wealth Management, LLC | 0.05% | Add +0.3% | 6,806 | $145K |
| Morgan Stanley | 0.00% | Add +610.0% | 5,737 | $122K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,000 | $64K |
| UBS Group AG | 0.00% | New | 2,236 | $48K |
| Root Financial Partners, LLC | 0.00% | Reduce -31.3% | 1,562 | $33K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.7% | 1,243 | $27K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 513 | $11K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.1% | 472 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 306 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 244 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 176 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 150 | $3K |
| Davis Capital Management | 0.00% | No change | 67 | $1K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 3 | $62 |
"% of holder's portfolio" is DEED's weight in each manager's 13F, not the share of First Trust Securitized Plus the manager owns.