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First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

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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)
$24.96M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$25.83M
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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
4/22/2024 Altfest L J & Co. Inc.92,325$1.91M0.3%+36.0%3.239%
4/18/2024 AlphaMark 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%
2/7/2024 GDS Wealth Management502,704$10.66M1.4%+12.4%13.057%
2/1/2024Telemus Capital LLC14,797$314K0.0%-6.2%0.384%
1/26/2024Cerity 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%
1/19/2024Blackhawk Capital Partners LLC.115,940$2.46M1.7%N/A3.011%
1/18/2024 Altfest L J & Co. Inc.67,908$1.44M0.2%+18.7%1.764%
1/16/2024 Raymond James Financial Services Advisors Inc.9,888$210K0.0%N/A0.257%
1/16/2024 Raymond 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%
10/31/2023 AlphaMark Advisors LLC7,383$147K0.1%-16.6%0.192%
10/26/2023 Altfest 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%
10/19/2023 GDS 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%
8/14/2023Cerity Partners LLC59,994$1.28M0.0%-90.7%1.558%
8/10/2023GeoWealth Management LLC39,578$846K0.1%+11.6%1.028%
8/9/2023 Altfest 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%
7/28/2023 AlphaMark Advisors LLC8,853$189K0.1%-13.9%0.190%
7/27/2023Victory Capital Management Inc.43,166$922K0.0%-62.0%0.928%
7/27/2023 GDS 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%
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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%
7/18/2023Blackhawk 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%
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%
5/11/2023Cerity Partners LLC642,053$13.97M0.0%-8.5%13.376%
5/10/2023Atria Investments Inc55,569$1.21M0.0%+5.0%1.158%
5/10/2023 GDS Wealth Management361,811$7.86M1.4%N/A7.538%
5/9/2023Aptus Capital Advisors LLC7,756$168K0.0%-11.1%0.162%
5/9/2023Blackhawk Capital Partners LLC.87,253$1.90M1.4%+153.7%1.818%
5/4/2023 AlphaMark Advisors LLC10,284$223K0.1%-23.2%0.214%
5/2/2023Victory Capital Management Inc.113,685$2.47M0.0%-16.8%2.368%
4/28/2023Ameritas Advisory Services LLC19,421$419K0.0%-5.6%0.405%
4/25/2023Geneos Wealth Management Inc.12,018$261K0.0%+35.6%0.250%
4/24/2023Richard W. Paul & Associates LLC95,963$2.08M1.0%+41.9%1.999%
4/21/2023 Walkner Condon Financial Advisors LLC316,937$6.88M1.9%+3.8%6.603%
4/20/2023 Altfest L J & Co. Inc.45,902$997K0.2%-24.1%0.956%
4/20/2023WealthOne LLC24,467$531K0.2%-29.8%0.510%
4/18/2023 Elevated Capital Advisors LLC58,933$1.28M0.5%N/A1.228%
4/18/2023Darwin Wealth Management LLC608,120$13.09M3.5%+37.5%12.669%
4/14/2023AE Wealth Management LLC98,386$2.14M0.0%+45.3%2.050%
4/11/2023Telemus Capital LLC18,632$405K0.0%-67.9%0.388%
3/15/2023B. Riley Wealth Advisors Inc.42,670$900K0.0%-40.0%0.889%
3/6/2023OLD Mission Capital LLC10,614$224K0.0%-85.1%0.221%
2/13/2023GeoWealth Management LLC55,377$1.17M0.1%-57.4%1.154%
2/10/2023Ameritas Advisory Services LLC20,575$434K0.0%-33.5%0.429%
2/10/2023Advisor Group Holdings Inc.108,743$2.29M0.0%-27.9%2.265%
2/10/2023Blackhawk Capital Partners LLC.34,394$725K0.6%N/A0.717%
2/9/2023Victory Capital Management Inc.113,685$2.49M0.0%-48.3%2.368%
2/8/2023 Raymond James Financial Services Advisors Inc.47,216$996K0.0%-6.5%0.984%
2/8/2023 Cambridge Investment Research Advisors Inc.36,780$776K0.0%-59.0%0.766%
2/7/2023Richard W. Paul & Associates LLC67,632$1.43M0.7%N/A1.409%
2/7/2023LPL Financial LLC126,729$2.67M0.0%-28.4%2.640%
2/7/2023Condor Capital Management46,466$980K0.1%-68.0%0.968%
2/7/2023IFP Advisors Inc1,179$30K0.0%-75.8%0.025%
2/6/2023 AlphaMark Advisors LLC13,384$282K0.1%-6.6%0.279%
2/2/2023 BKA Wealth Consulting Inc.34,215$722K1.4%-13.5%0.713%
2/2/2023 Congress Wealth Management LLC DE18,559$391K0.0%N/A0.387%
2/2/2023Silver Oak Securities Incorporated9,668$204K0.0%-71.5%0.201%
2/2/2023 Altfest L J & Co. Inc.60,461$1.28M0.2%+25.4%1.260%
2/1/2023Castleview Partners LLC9,452$199K0.2%-31.4%0.197%
1/31/2023Atria Investments Inc52,925$1.12M0.0%-43.0%1.103%
1/31/2023Kestra Advisory Services LLC90,440$1.91M0.0%N/A1.884%
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1/31/2023AE Wealth Management LLC67,714$1.43M0.0%-32.9%1.411%
1/26/2023 Walkner Condon Financial Advisors LLC305,390$6.44M1.9%-1.6%6.362%
1/24/2023Sigma Planning Corp24,702$521K0.0%-17.9%0.515%
1/24/2023WealthOne LLC34,843$735K0.3%-21.2%0.726%
1/23/2023Chiron Capital Management LLC14,162$299K0.2%-64.7%0.272%
1/23/2023 Cambridge Advisors Inc.57,346$1.21M0.3%-2.0%1.103%
1/18/2023Private Advisor Group LLC12,182$257K0.0%-23.8%0.234%
1/17/2023Darwin Wealth Management LLC442,145$9.67M2.5%-37.6%8.503%
1/17/2023Drake & Associates LLC10,723$226K0.1%-98.1%0.206%
1/11/2023Telemus Capital LLC58,117$1.25M0.1%N/A1.107%
(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, 78 institutional investors and hedge funds held shares of First Trust TCW Securitized Plus ETF. The most heavily invested institutionals were Palladium Partners LLC ($26.64M), Darwin Advisors LLC ($17.38M), Darwin Wealth Management LLC ($12.08M), GDS Wealth Management ($10.66M), Csenge Advisory Group ($5.81M), USAdvisors Wealth Management LLC ($4.06M), and Centaurus Financial Inc. ($3.50M).Learn more on DEED's institutional investors.

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

Of the 52 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: Cerity Partners LLC ($905.84K), GDS Wealth Management ($502.70K), Walkner Condon Financial Advisors LLC ($322.00K), Condor Capital Management ($249.70K), Blackhawk Capital Partners LLC. ($226.58K), Csenge Advisory Group ($198.37K), and Darwin Wealth Management LLC ($172.87K).

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

Institutional investors have bought a total of 4,000,396 shares in the last 24 months. This purchase volume represents approximately $89.01M in transactions.

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

Of the 57 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), Drake & Associates LLC ($542.27K), Advisor Group Holdings Inc. ($495.00K), Commonwealth Equity Services LLC ($414.00K), Gladstone Institutional Advisory LLC ($392.05K), Darwin Wealth Management LLC ($351.50K), and LPL Financial LLC ($309.24K).

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

Institutional investors have sold a total of 5,505,086 shares in the last 24 months. This volume of shares sold represents approximately $122.90M in transactions.


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This page (NYSEARCA:DEED) was last updated on 4/26/2024 by MarketBeat.com Staff

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