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First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

$21.00 -0.12 (-0.57%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust TCW Securitized Plus ETF (NYSEARCA:DEED)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$38.61M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.49M
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DEED Institutional Buying and Selling by Quarter

First Trust TCW Securitized Plus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Rik Saylor Financial Inc.26,606$562K0.5%-2.0%0.819%
4/30/2025 Blackhawk Capital Partners LLC.87,760$1.86M1.0%N/A2.700%
4/22/2025 Cambridge Investment Research Advisors Inc.19,098$404K0.0%+4.5%0.531%
4/21/2025 Guided Capital Wealth Management LLC320,145$6.77M5.7%+6.5%8.893%
2/17/2025Citadel Advisors LLC36,704$759K0.0%+262.1%1.288%
2/14/2025Jane Street Group LLC18,544$383K0.0%N/A0.651%
2/14/2025GeoWealth Management LLC4,815$100K0.0%-18.4%0.169%
2/13/2025NewEdge Advisors LLC278,330$5.76M0.0%-5.3%9.766%
2/13/2025 Insigneo Advisory Services LLC33,280$688K0.1%+13.3%1.168%
2/13/2025Prepared Retirement Institute LLC13,367$276K0.2%-11.5%0.469%
2/13/2025Raymond James Financial Inc.143,619$2.97M0.0%N/A5.039%
2/11/2025LPL Financial LLC73,114$1.51M0.0%-1.4%2.565%
2/10/2025Harbour Investments Inc.2,262$47K0.0%-42.4%0.079%
2/7/2025Ashton Thomas Private Wealth LLC43,936$909K0.0%+58.6%1.542%
2/6/2025Raymond James Financial Inc.143,619$2.97M0.0%N/A5.039%
1/30/2025 Tcfg Wealth Management LLC17,611$364K0.2%-8.5%0.618%
1/30/2025 Puff Wealth Management LLC30,578$632K1.0%N/A1.073%
1/29/2025 Guided Capital Wealth Management LLC300,539$6.22M5.7%N/A10.545%
1/27/2025 Rik Saylor Financial Inc.27,152$562K0.5%N/A0.953%
1/24/2025GDS Wealth Management905,926$18.74M1.7%+12.1%31.787%
1/24/2025Chicago Partners Investment Group LLC29,277$602K0.0%-50.3%1.027%
11/12/2024 Blackhawk Capital Partners LLC.118,250$2.57M1.4%+1.1%4.149%
11/12/2024Running Point Capital Advisors LLC13,958$304K0.1%+13.2%0.490%
11/8/2024Darwin Wealth Management LLC9,699$211K0.1%-46.2%0.340%
11/5/2024Ashton Thomas Private Wealth LLC27,694$603K0.0%+140.4%0.972%
11/4/2024GDS Wealth Management807,786$17.58M1.7%+12.8%28.343%
10/29/2024Chicago Partners Investment Group LLC58,961$1.24M0.0%+0.9%2.069%
10/18/2024Raymond James & Associates148,259$3.23M0.0%+30.6%5.202%
8/16/2024NewEdge Advisors LLC297,400$6.14M0.0%+2,206.7%10.435%
8/14/2024 Insigneo Advisory Services LLC29,381$632K0.1%N/A1.031%
8/9/2024GDS Wealth Management716,123$14.77M1.6%+19.2%25.127%
8/8/2024Darwin Wealth Management LLC18,019$372K0.2%-96.7%0.632%
8/7/2024Ashton Thomas Private Wealth LLC11,520$238K0.0%N/A0.404%
8/1/2024 Elevated Capital Advisors LLC133,159$2.75M0.8%-4.4%4.672%
7/29/2024 Blackhawk Capital Partners LLC.117,007$2.41M1.5%+2.0%4.106%
7/24/2024Strategic Financial Partners Ltd.14,601$301K0.2%-22.1%0.512%
7/22/2024 Legacy CG LLC239,495$4.94M1.7%N/A8.403%
7/19/2024Raymond James & Associates113,491$2.34M0.0%N/A3.982%
5/1/2024StoneX Group Inc.30,000$621K0.1%-40.0%1.053%
5/1/2024 Blackhawk Capital Partners LLC.114,671$2.38M1.5%-1.1%4.024%
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4/22/2024Altfest L J & Co. Inc.92,325$1.91M0.3%+36.0%3.239%
4/18/2024AlphaMark Advisors LLC2,325$48K0.0%-68.0%0.060%
4/15/2024 Elevated Capital Advisors LLC139,236$2.88M0.8%+58.2%3.617%
3/8/2024ICA Group Wealth Management LLC3,982$84K0.0%N/A0.103%
2/29/2024Scarborough Advisors LLC1,255$27K0.0%N/A0.033%
2/23/2024Chicago Partners Investment Group LLC57,398$1.18M0.1%+0.9%1.491%
2/12/2024Condor Capital Management104,424$2.22M0.2%N/A2.712%
2/7/2024Darwin Wealth Management LLC569,642$12.08M3.3%-6.2%14.796%
2/7/2024GDS Wealth Management502,704$10.66M1.4%+12.4%13.057%
2/1/2024Telemus Capital LLC14,797$314K0.0%-6.2%0.384%
1/26/2024 Cerity Partners LLC21,675$460K0.0%-27.2%0.563%
1/26/2024Geneos Wealth Management Inc.2,199$47K0.0%-82.5%0.057%
1/24/2024 Walkner Condon Financial Advisors LLC68,770$1.46M0.3%-78.8%1.786%
1/19/2024 Blackhawk Capital Partners LLC.115,940$2.46M1.7%N/A3.011%
1/18/2024Altfest L J & Co. Inc.67,908$1.44M0.2%+18.7%1.764%
1/16/2024Raymond James Financial Services Advisors Inc.9,888$210K0.0%N/A0.257%
1/16/2024Raymond James & Associates122,590$2.60M0.0%N/A3.184%
1/9/2024 Elevated Capital Advisors LLC88,004$1.87M0.6%+8.9%2.286%
11/16/2023Harbour Investments Inc.77,433$1.55M0.1%-2.8%2.011%
11/8/2023Aptus Capital Advisors LLC5,902$118K0.0%-21.5%0.153%
11/7/2023Darwin Wealth Management LLC606,988$12.12M3.3%-1.3%15.766%
10/31/2023AlphaMark Advisors LLC7,383$147K0.1%-16.6%0.192%
10/26/2023Altfest L J & Co. Inc.57,195$1.14M0.2%+7.4%1.486%
10/25/2023 Advisor Resource Council51,797$1.04M0.5%+29.5%1.345%
10/19/2023GDS Wealth Management447,078$8.93M1.4%+12.4%11.612%
10/17/2023 Elevated Capital Advisors LLC80,806$1.61M0.5%+3.8%2.099%
10/13/2023Arkadios Wealth Advisors16,701$334K0.0%-9.2%0.434%
10/12/2023Richard W. Paul & Associates LLC1,541$31K0.0%-98.4%0.040%
10/12/2023WealthOne LLC11,838$236K0.1%-17.2%0.307%
8/18/2023 Elevated Capital Advisors LLC77,864$1.66M0.6%+32.1%2.022%
8/14/2023 Cerity Partners LLC59,994$1.28M0.0%-90.7%1.558%
8/10/2023GeoWealth Management LLC39,578$846K0.1%+11.6%1.028%
8/9/2023Altfest L J & Co. Inc.53,275$1.14M0.2%+16.1%1.384%
8/8/2023Chicago Partners Investment Group LLC56,545$1.18M0.1%+4.9%1.469%
7/31/2023LPL Financial LLC96,499$2.06M0.0%-11.0%2.075%
7/28/2023AlphaMark Advisors LLC8,853$189K0.1%-13.9%0.190%
7/27/2023Victory Capital Management Inc.43,166$922K0.0%-62.0%0.928%
7/27/2023GDS Wealth Management397,723$8.49M1.4%+9.9%8.553%
7/27/2023 Root Financial Partners LLC22,992$491K0.3%-11.0%0.494%
7/25/2023Richard W. Paul & Associates LLC97,363$2.08M0.9%+1.5%2.094%
7/24/2023 Aspire Private Capital LLC1,518$32K0.0%N/A0.033%
7/21/2023 Walkner Condon Financial Advisors LLC325,502$6.95M1.8%+2.7%7.000%
7/18/2023 Blackhawk Capital Partners LLC.110,642$2.36M1.6%+26.8%2.379%
7/14/2023 Advisor Resource Council39,991$854K0.4%N/A0.860%
7/13/2023 Cambridge Investment Research Advisors Inc.28,189$602K0.0%-15.2%0.606%
7/12/2023Darwin Wealth Management LLC615,017$12.91M3.3%+1.1%13.226%
7/10/2023Telemus Capital LLC15,555$332K0.0%-16.5%0.335%
7/10/2023AE Wealth Management LLC99,348$2.12M0.0%+1.0%2.137%
5/15/2023Guardian Wealth Advisors LLC NC7,756$168K0.0%-11.0%0.162%
5/15/2023ICA Group Wealth Management LLC6,793$148K0.0%-8.7%0.142%
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5/12/2023GeoWealth Management LLC35,479$768K0.1%-35.9%0.739%
5/12/2023 Root Financial Partners LLC25,825$561K0.4%N/A0.538%
5/11/2023 Cerity Partners LLC642,053$13.97M0.0%-8.5%13.376%
5/10/2023Atria Investments Inc55,569$1.21M0.0%+5.0%1.158%
5/10/2023GDS Wealth Management361,811$7.86M1.4%N/A7.538%
5/9/2023Aptus Capital Advisors LLC7,756$168K0.0%-11.1%0.162%
5/9/2023 Blackhawk Capital Partners LLC.87,253$1.90M1.4%+153.7%1.818%
5/4/2023AlphaMark Advisors LLC10,284$223K0.1%-23.2%0.214%
5/2/2023Victory Capital Management Inc.113,685$2.47M0.0%-16.8%2.368%
4/28/2023 Ameritas Advisory Services LLC19,421$419K0.0%-5.6%0.405%
(Data available from 1/1/2016 forward)

DEED Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEED shares?

During the previous two years, 46 institutional investors and hedge funds held shares of First Trust TCW Securitized Plus ETF. The most heavily invested institutionals were GDS Wealth Management ($18.74M), Guided Capital Wealth Management LLC ($6.77M), NewEdge Advisors LLC ($5.76M), Legacy CG LLC ($4.94M), Raymond James & Associates ($3.23M), Raymond James Financial Inc. ($2.97M), and Elevated Capital Advisors LLC ($2.75M).Learn more on DEED's institutional investors.

Which institutional investors have been buying First Trust TCW Securitized Plus ETF stock?

Of the 31 institutional investors that purchased First Trust TCW Securitized Plus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GDS Wealth Management ($807.77K), Guided Capital Wealth Management LLC ($320.15K), Raymond James Financial Inc. ($287.24K), NewEdge Advisors LLC ($284.51K), Blackhawk Capital Partners LLC. ($283.53K), Raymond James & Associates ($270.85K), and Legacy CG LLC ($239.50K).

How much institutional buying is happening at First Trust TCW Securitized Plus ETF?

Institutional investors have bought a total of 3,029,670 shares in the last 24 months. This purchase volume represents approximately $63.57M in transactions.

Which First Trust TCW Securitized Plus ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust TCW Securitized Plus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($649.91K), Darwin Wealth Management LLC ($586.87K), Walkner Condon Financial Advisors LLC ($256.31K), Richard W. Paul & Associates LLC ($95.82K), Victory Capital Management Inc. ($70.52K), Chicago Partners Investment Group LLC ($29.68K), and GeoWealth Management LLC ($20.98K).

How much institutional selling is happening at First Trust TCW Securitized Plus ETF?

Institutional investors have sold a total of 1,819,502 shares in the last 24 months. This volume of shares sold represents approximately $38.24M in transactions.


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This page (NYSEARCA:DEED) was last updated on 5/3/2025 by MarketBeat.com Staff
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