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First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

$21.21 -0.02 (-0.09%)
As of 11:45 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust TCW Securitized Plus ETF (NYSEARCA:DEED)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$10.53M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.28M
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Skip Chart & View Institutional Buying and Selling Data

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
8/7/2026 Trust Co. of Vermont2,356$54K0.0%N/A0.077%
7/8/2026 Puff Wealth Management LLC19,409$415K0.4%N/A0.647%
6/3/2026 NewEdge Advisors LLC297,690$6.35M0.0%-4.7%9.303%
5/19/2026 NewEdge Advisors LLC297,487$6.35M0.1%-4.7%9.296%
5/4/2026 Milestones Private Investment Advisors LLC97,485$2.08M1.8%+4.5%3.046%
4/24/2026 Root Financial Partners LLC1,562$33K0.0%-31.3%0.049%
4/17/2026 Signal Advisors Wealth LLC17,765$379K0.0%+73.7%0.555%
2/18/2026 NewEdge Advisors LLC312,276$6.75M0.0%+30.7%8.007%
2/17/2026Equitable Holdings Inc.116,166$2.51M0.0%+10.3%2.979%
2/17/2026 GeoWealth Management LLC36,134$780K0.0%N/A0.927%
2/13/2026 Kestra Advisory Services LLC6,754$146K0.0%N/A0.173%
2/12/2026Jane Street Group LLC14,020$303K0.0%-86.6%0.359%
2/12/2026Insigneo Advisory Services LLC27,700$598K0.0%-13.2%0.710%
2/11/2026 LPL Financial LLC88,383$1.91M0.0%+4.4%2.266%
2/10/2026 Root Financial Partners LLC2,273$49K0.0%-44.8%0.058%
2/2/2026GDS Wealth Management1,056,958$22.83M1.4%-2.1%27.101%
1/29/2026 Ashton Thomas Private Wealth LLC38,549$833K0.0%+1.2%0.988%
1/26/2026 Milestones Private Investment Advisors LLC93,272$2.02M1.4%+30.2%2.392%
1/23/2026 Altfest L J & Co. Inc.71,218$1.54M0.2%+1.9%1.899%
1/15/2026 Guided Capital Wealth Management LLC425,437$9.19M6.4%+27.1%11.818%
1/13/2026 Signal Advisors Wealth LLC10,227$221K0.0%-44.3%0.284%
1/7/2026 Puff Wealth Management LLC21,505$464K0.6%-15.8%0.642%
11/17/2025 NewEdge Advisors LLC238,896$5.11M0.0%-9.5%7.466%
11/14/2025Raymond James Financial Inc.165,127$3.53M0.0%+4.7%5.160%
11/14/2025Equitable Holdings Inc.105,363$2.25M0.0%+4.3%3.293%
11/13/2025Modern Wealth Management LLC14,683$314K0.0%-26.5%0.459%
11/12/2025Insigneo Advisory Services LLC31,900$682K0.0%-1.8%0.997%
11/6/2025 Strategic Financial Partners Ltd.73,251$1.57M0.7%+7.8%2.289%
11/4/2025 Rik Saylor Financial Inc.25,457$544K0.4%-3.6%0.796%
10/31/2025GDS Wealth Management1,080,075$23.09M1.5%+5.4%33.752%
10/31/2025 Blackhawk Capital Partners LLC143,638$3.07M1.2%+11.3%4.489%
10/29/2025 Root Financial Partners LLC4,118$88K0.0%N/A0.129%
10/22/2025 Milestones Private Investment Advisors LLC71,649$1.53M1.0%+0.9%2.239%
10/21/2025 Altfest L J & Co. Inc.69,917$1.50M0.2%+5.6%2.185%
10/10/2025 Signal Advisors Wealth LLC18,371$393K0.0%N/A0.565%
10/8/2025 Guided Capital Wealth Management LLC334,681$7.16M6.1%+8.2%10.298%
10/6/2025 Puff Wealth Management LLC25,555$546K0.8%-7.4%0.786%
9/11/2025 Milestones Private Investment Advisors LLC71,044$1.50M1.1%N/A2.090%
8/18/2025 Geneos Wealth Management Inc.3,000$63K0.0%+200.0%0.088%
8/15/2025 Puff Wealth Management LLC27,587$583K0.2%-11.1%0.811%
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8/14/2025Jane Street Group LLC14,915$315K0.0%-83.2%0.439%
8/14/2025Raymond James Financial Inc.157,788$3.34M0.0%-0.8%4.641%
8/14/2025 Darwin Wealth Management LLC6,748$143K0.0%N/A0.198%
8/14/2025 NewEdge Advisors LLC264,017$5.58M0.0%-7.3%7.765%
8/13/2025Twin Peaks Wealth Advisors LLC2,030$43K0.0%N/A0.060%
8/12/2025Insigneo Advisory Services LLC32,500$687K0.1%-2.3%0.956%
8/12/2025GDS Wealth Management1,024,366$21.66M1.6%+3.2%30.128%
8/6/2025 Strategic Financial Partners Ltd.67,922$1.44M0.7%-5.9%1.998%
8/1/2025 Ashton Thomas Private Wealth LLC38,085$805K0.0%-1.5%1.120%
7/22/2025 Belpointe Asset Management LLC28,714$607K0.0%+7.5%0.845%
7/21/2025Ameritas Advisory Services LLC1,617$34K0.0%N/A0.048%
7/10/2025 Guided Capital Wealth Management LLC309,265$6.54M5.0%-3.4%9.232%
6/27/2025Goldman Sachs Group Inc.46,352$980K0.0%N/A1.426%
5/20/2025Belpointe Asset Management LLC26,722$565K0.0%N/A0.822%
5/19/2025Jane Street Group LLC88,727$1.88M0.0%+378.5%2.730%
5/16/2025Ashton Thomas Private Wealth LLC38,673$818K0.0%-12.0%1.190%
5/16/2025Goldman Sachs Group Inc.46,352$980K0.0%N/A1.426%
5/16/2025NewEdge Advisors LLC284,801$6.02M0.0%+2.3%8.763%
5/14/2025GDS Wealth Management992,625$20.98M1.8%+9.6%30.542%
5/13/2025Raymond James Financial Inc.159,125$3.36M0.0%+10.8%4.896%
5/9/2025Altfest L J & Co. Inc.64,841$1.37M0.2%-3.7%1.995%
5/9/2025Chicago Partners Investment Group LLC22,493$473K0.0%-23.2%0.692%
5/7/2025LPL Financial LLC79,957$1.69M0.0%+9.4%2.460%
5/6/2025Strategic Financial Partners Ltd.72,153$1.53M0.8%+385.2%2.220%
5/1/2025Rik Saylor Financial Inc.26,606$562K0.5%-2.0%0.819%
4/30/2025Blackhawk Capital Partners LLC.87,760$1.86M1.0%N/A2.700%
4/22/2025Cambridge Investment Research Advisors Inc.19,098$404K0.0%+4.5%0.531%
4/21/2025Guided 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%
2/13/2025Insigneo 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%
1/30/2025Tcfg Wealth Management LLC17,611$364K0.2%-8.5%0.618%
1/30/2025Puff Wealth Management LLC30,578$632K1.0%N/A1.073%
1/29/2025Guided Capital Wealth Management LLC300,539$6.22M5.7%N/A10.545%
1/27/2025Rik 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%
11/12/2024Blackhawk 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%
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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%
8/14/2024Insigneo 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%
8/1/2024Elevated Capital Advisors LLC133,159$2.75M0.8%-4.4%4.672%
7/29/2024Blackhawk 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%


DEED Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of First Trust TCW Securitized Plus ETF. The most heavily invested institutionals were GDS Wealth Management ($22.83M), Guided Capital Wealth Management LLC ($9.19M), NewEdge Advisors LLC ($6.35M), Raymond James Financial Inc. ($3.53M), Raymond James & Associates ($3.23M), Blackhawk Capital Partners LLC ($3.07M), and Equitable Holdings Inc. ($2.51M).Learn more on First Trust TCW Securitized Plus ETF's institutional investors.

Of the 32 institutional investors that purchased First Trust TCW Securitized Plus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Guided Capital Wealth Management LLC ($436.32K), NewEdge Advisors LLC ($364.36K), GDS Wealth Management ($363.95K), Raymond James Financial Inc. ($310.08K), Milestones Private Investment Advisors LLC ($97.49K), Goldman Sachs Group Inc. ($92.70K), and Blackhawk Capital Partners LLC. ($89.00K).

Institutional investors have bought a total of 491,011 shares in the last 24 months. This purchase volume represents approximately $10.53M in transactions.

Of the 9 institutional investors that sold First Trust TCW Securitized Plus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($90.26K), NewEdge Advisors LLC ($54.50K), GDS Wealth Management ($23.12K), Puff Wealth Management LLC ($9.52K), Signal Advisors Wealth LLC ($8.14K), Modern Wealth Management LLC ($5.29K), and Insigneo Advisory Services LLC ($4.80K).

Institutional investors have sold a total of 199,137 shares in the last 24 months. This volume of shares sold represents approximately $4.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DEED is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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