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First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

$21.43 0.00 (0.00%)
As of 07/2/2026 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)
20
Total
Institutional Inflows
(last 12 months)
$11.00M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.66M
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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
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%
1/7/2026Puff 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%
10/31/2025Blackhawk 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%
10/6/2025Puff 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%
8/15/2025Puff Wealth Management LLC27,587$583K0.2%-11.1%0.811%
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%
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8/14/2025Darwin 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%
10/18/2024Raymond James & Associates148,259$3.23M0.0%+30.6%5.202%
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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%
7/19/2024Raymond James & Associates113,491$2.34M0.0%N/A3.982%


DEED Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 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), Legacy CG LLC ($4.94M), Raymond James Financial Inc. ($3.53M), Raymond James & Associates ($3.23M), and Blackhawk Capital Partners LLC ($3.07M).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: GDS Wealth Management ($479.21K), Guided Capital Wealth Management LLC ($436.32K), NewEdge Advisors LLC ($364.36K), Raymond James Financial Inc. ($310.08K), Legacy CG LLC ($239.50K), Raymond James & Associates ($148.26K), and Milestones Private Investment Advisors LLC ($97.49K).

Institutional investors have bought a total of 513,374 shares in the last 24 months. This purchase volume represents approximately $11.00M in transactions.

Of the 13 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), Guided Capital Wealth Management LLC ($10.88K), Puff Wealth Management LLC ($9.52K), Signal Advisors Wealth LLC ($8.14K), and Insigneo Advisory Services LLC ($5.58K).

Institutional investors have sold a total of 311,549 shares in the last 24 months. This volume of shares sold represents approximately $6.66M in transactions.


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This page (NYSEARCA:DEED) was last updated on 7/5/2026 by MarketBeat.com Staff.
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