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DEED Institutional Ownership

First Trust Securitized Plus ETF
1W: -1.1% 1M: -3.5% 3M: -5.9% YTD: -5.7% 1Y: -4.5% 3Y: +13.3% 5Y: -6.0%
$20.24
-0.07 (-0.34%)
 
Weekly Expected Move ±0.8%
$20 $20 $20 $20 $21
ETF AMEX · AUM $82.6M

Institutional Ownership — DEED

41
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
6
New Positions
10
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (44 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GDS Wealth Management 1,149,150 23M +51,415 +4.7% 14Q SEC ↗
2 Guided Capital Wealth Management, LLC 398,039 8M -24,541 -5.8% 7Q SEC ↗
3 NewEdge Advisors, LLC 219,232 4M -78,458 -26.4% 10Q SEC ↗
4 CITADEL ADVISORS LLC 100,748 2M +62,384 +162.6% 8Q SEC ↗
5 Vise Technologies, Inc. NEW 98,942 2M — +0.0% 1Q SEC ↗
6 Milestones Private Investment Advisors 98,676 2M +1,191 +1.2% 5Q SEC ↗
7 Strategic Financial Partners, Ltd. 83,760 2M +4,072 +5.1% 21Q SEC ↗
8 ALTFEST L J & CO INC 80,692 2M +3,611 +4.7% 22Q SEC ↗
9 LPL Financial LLC 79,889 2M -7,902 -9.0% 22Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 52,278 1M -83,935 -61.6% 7Q SEC ↗
11 Ashton Thomas Private Wealth, LLC 42,274 856K +1,881 +4.7% 9Q SEC ↗
12 JANE STREET GROUP, LLC 38,373 777K -59,960 -61.0% 7Q SEC ↗
13 Belpointe Asset Management LLC 31,319 634K -5,954 -16.0% 6Q SEC ↗
14 INSIGNEO ADVISORY SERVICES, LLC 26,700 540K — +0.0% 9Q SEC ↗
15 RIK SAYLOR FINANCIAL, INC. 25,243 511K -137 -0.5% 7Q SEC ↗
16 Equitable Holdings, Inc. 23,211 470K +1,107 +5.0% 20Q SEC ↗
17 PUFF WEALTH MANAGEMENT, LLC NEW 19,409 393K — +0.0% 1Q SEC ↗
18 TCFG WEALTH MANAGEMENT, LLC 18,302 370K +51 +0.3% 7Q SEC ↗
19 Cambridge Investment Research Advisors 17,761 359K -810 -4.4% 22Q SEC ↗
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,575 295K -41,701 -74.1% 3Q SEC ↗
21 TCFG Investment Advisors, LLC 13,594 275K -4,708 -25.7% 2Q SEC ↗
22 NI ACQUISITIONS COMPANY, LLC NEW 10,632 215K — +0.0% 1Q SEC ↗
23 Darwin Wealth Management, LLC 6,874 139K +68 +1.0% 22Q SEC ↗
24 GeoWealth Management, LLC NEW 4,963 100K — +0.0% 1Q SEC ↗
25 Geneos Wealth Management Inc. 3,000 61K — +0.0% 23Q SEC ↗
26 OSAIC HOLDINGS, INC. NEW 1,650 33K — +0.0% 1Q SEC ↗
27 HARBOUR INVESTMENTS, INC. 966 20K -277 -22.3% 17Q SEC ↗
28 MORGAN STANLEY 809 16K -4,928 -85.9% 9Q SEC ↗
29 Wagner Wealth Management, LLC 478 10K +6 +1.3% 18Q SEC ↗
30 Ascentis Wealth Management, LLC 306 6K — +0.0% 8Q SEC ↗
31 CREATIVE FINANCIAL DESIGNS INC /ADV 244 5K — +0.0% 2Q SEC ↗
32 PNC Financial Services Group, Inc. 226 5K +50 +28.4% 5Q SEC ↗
33 Nova Wealth Management, Inc. 150 3K — +0.0% 7Q SEC ↗
34 Davis Capital Management 67 1K — +0.0% 4Q SEC ↗
35 Integrated Wealth Concepts LLC NEW 8 0K — +0.0% 1Q SEC ↗
36 UBS Group AG 0 0K -2,236 -100.0% 1Q SEC ↗
37 TWIN PEAKS WEALTH ADVISORS, LLC 0 0K -513 -100.0% 1Q SEC ↗
38 GOLDMAN SACHS GROUP INC 0 0K -28,509 -100.0% 1Q SEC ↗
39 Merkkuri Wealth Advisors LLC 0 0K -3 -100.0% 1Q SEC ↗
40 Root Financial Partners, LLC 0 0K -1,562 -100.0% 3Q SEC ↗
41 HRT FINANCIAL LP 0 0K -22,625 -100.0% 1Q SEC ↗
42 Signal Advisors Wealth, LLC 0 0K -17,765 -100.0% 3Q SEC ↗
43 Modern Wealth Management, LLC 0 0K -10,278 -100.0% 9Q SEC ↗
44 Kestra Advisory Services, LLC 0 0K -6,754 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (11)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +62,384 +162.6% 100,748
GDS Wealth Management +51,415 +4.7% 1,149,150
Strategic Financial Partners, Ltd. +4,072 +5.1% 83,760
ALTFEST L J & CO INC +3,611 +4.7% 80,692
Ashton Thomas Private Wealth, LLC +1,881 +4.7% 42,274
Milestones Private Investment Advis +1,191 +1.2% 98,676
Equitable Holdings, Inc. +1,107 +5.0% 23,211
Darwin Wealth Management, LLC +68 +1.0% 6,874
TCFG WEALTH MANAGEMENT, LLC +51 +0.3% 18,302
PNC Financial Services Group, Inc. +50 +28.4% 226
Wagner Wealth Management, LLC +6 +1.3% 478
Biggest Decreases (12)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -83,935 -61.6% 52,278
NewEdge Advisors, LLC -78,458 -26.4% 219,232
JANE STREET GROUP, LLC -59,960 -61.0% 38,373
SUSQUEHANNA INTERNATIONAL GROUP, LL -41,701 -74.1% 14,575
Guided Capital Wealth Management, L -24,541 -5.8% 398,039
LPL Financial LLC -7,902 -9.0% 79,889
Belpointe Asset Management LLC -5,954 -16.0% 31,319
MORGAN STANLEY -4,928 -85.9% 809
TCFG Investment Advisors, LLC -4,708 -25.7% 13,594
Cambridge Investment Research Advis -810 -4.4% 17,761
HARBOUR INVESTMENTS, INC. -277 -22.3% 966
RIK SAYLOR FINANCIAL, INC. -137 -0.5% 25,243

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms