Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free DEED Stock Alerts

First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

$21.02 0.00 (0.00%)
As of 07/24/2026 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)
19
Total
Institutional Inflows
(last 12 months)
$11.34M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.43M
Get DEED Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust TCW Securitized Plus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Puff Wealth Management LLC19,409$415K0.4%N/A0.647%
6/3/2026NewEdge Advisors LLC297,690$6.35M0.0%-4.7%9.303%
5/19/2026NewEdge Advisors LLC297,487$6.35M0.1%-4.7%9.296%
5/4/2026Milestones Private Investment Advisors LLC97,485$2.08M1.8%+4.5%3.046%
4/24/2026Root Financial Partners LLC1,562$33K0.0%-31.3%0.049%
4/17/2026Signal Advisors Wealth LLC17,765$379K0.0%+73.7%0.555%
2/18/2026NewEdge Advisors LLC312,276$6.75M0.0%+30.7%8.007%
2/17/2026Equitable Holdings Inc.116,166$2.51M0.0%+10.3%2.979%
2/17/2026GeoWealth Management LLC36,134$780K0.0%N/A0.927%
2/13/2026Kestra 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%
2/11/2026LPL Financial LLC88,383$1.91M0.0%+4.4%2.266%
2/10/2026Root Financial Partners LLC2,273$49K0.0%-44.8%0.058%
2/2/2026GDS Wealth Management1,056,958$22.83M1.4%-2.1%27.101%
1/29/2026Ashton Thomas Private Wealth LLC38,549$833K0.0%+1.2%0.988%
1/26/2026Milestones Private Investment Advisors LLC93,272$2.02M1.4%+30.2%2.392%
1/23/2026Altfest L J & Co. Inc.71,218$1.54M0.2%+1.9%1.899%
1/15/2026Guided Capital Wealth Management LLC425,437$9.19M6.4%+27.1%11.818%
1/13/2026Signal Advisors Wealth LLC10,227$221K0.0%-44.3%0.284%
1/7/2026 Puff Wealth Management LLC21,505$464K0.6%-15.8%0.642%
11/17/2025NewEdge 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%
11/6/2025Strategic Financial Partners Ltd.73,251$1.57M0.7%+7.8%2.289%
11/4/2025Rik 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%
10/29/2025Root Financial Partners LLC4,118$88K0.0%N/A0.129%
10/22/2025Milestones Private Investment Advisors LLC71,649$1.53M1.0%+0.9%2.239%
10/21/2025Altfest L J & Co. Inc.69,917$1.50M0.2%+5.6%2.185%
10/10/2025Signal Advisors Wealth LLC18,371$393K0.0%N/A0.565%
10/8/2025Guided 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%
9/11/2025Milestones Private Investment Advisors LLC71,044$1.50M1.1%N/A2.090%
8/18/2025Geneos 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%
8/14/2025Jane Street Group LLC14,915$315K0.0%-83.2%0.439%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
8/14/2025NewEdge 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%
8/6/2025Strategic Financial Partners Ltd.67,922$1.44M0.7%-5.9%1.998%
8/1/2025Ashton Thomas Private Wealth LLC38,085$805K0.0%-1.5%1.120%
7/22/2025Belpointe Asset Management LLC28,714$607K0.0%+7.5%0.845%
7/21/2025Ameritas Advisory Services LLC1,617$34K0.0%N/A0.048%
7/10/2025Guided 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%
10/29/2024Chicago Partners Investment Group LLC58,961$1.24M0.0%+0.9%2.069%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
7/22/2024Legacy CG LLC239,495$4.94M1.7%N/A8.403%


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 Elevated Capital Advisors LLC ($2.75M).Learn more on First Trust TCW Securitized Plus ETF's institutional investors.

Of the 31 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: GDS Wealth Management ($479.21K), Guided Capital Wealth Management LLC ($436.32K), NewEdge Advisors LLC ($364.36K), Raymond James Financial Inc. ($310.08K), Milestones Private Investment Advisors LLC ($97.49K), Goldman Sachs Group Inc. ($92.70K), and Blackhawk Capital Partners LLC. ($91.34K).

Institutional investors have bought a total of 529,174 shares in the last 24 months. This purchase volume represents approximately $11.34M in transactions.

Of the 12 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 ($164.07K), NewEdge Advisors LLC ($75.28K), GDS Wealth Management ($23.12K), Puff Wealth Management LLC ($9.52K), Signal Advisors Wealth LLC ($8.14K), Insigneo Advisory Services LLC ($5.58K), and Modern Wealth Management LLC ($5.29K).

Institutional investors have sold a total of 300,669 shares in the last 24 months. This volume of shares sold represents approximately $6.43M in transactions.


Related Companies

This page (NYSEARCA:DEED) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel