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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)
17
Total
Institutional Inflows
(last 12 months)
$15.33M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$23.90M
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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
5/1/2024 StoneX 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%
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%
3/8/2024 ICA Group Wealth Management LLC3,982$84K0.0%N/A0.103%
2/29/2024 Scarborough Advisors LLC1,255$27K0.0%N/A0.033%
2/23/2024 Chicago Partners Investment Group LLC57,398$1.18M0.1%+0.9%1.491%
2/12/2024 Condor Capital Management104,424$2.22M0.2%N/A2.712%
2/7/2024 Darwin 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%
1/26/2024 Cerity Partners LLC21,675$460K0.0%-27.2%0.563%
1/26/2024 Geneos 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%
1/18/2024 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%
11/8/2023 Aptus Capital Advisors LLC5,902$118K0.0%-21.5%0.153%
11/7/2023 Darwin 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%
10/13/2023 Arkadios Wealth Advisors16,701$334K0.0%-9.2%0.434%
10/12/2023 Richard 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%
8/10/2023 GeoWealth 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%
8/8/2023 Chicago Partners Investment Group LLC56,545$1.18M0.1%+4.9%1.469%
7/31/2023 LPL Financial LLC96,499$2.06M0.0%-11.0%2.075%
7/28/2023 AlphaMark Advisors LLC8,853$189K0.1%-13.9%0.190%
7/27/2023 Victory 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%
What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (Ad)

A small handful of companies are working with Nvidia to help ensure that this pivot is a massive success. We call them Nvidia’s “Silent Partners.”

Click here to find out who they are.
7/27/2023 Root Financial Partners LLC22,992$491K0.3%-11.0%0.494%
7/25/2023 Richard 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%
7/12/2023 Darwin Wealth Management LLC615,017$12.91M3.3%+1.1%13.226%
7/10/2023Telemus Capital LLC15,555$332K0.0%-16.5%0.335%
7/10/2023 AE Wealth Management LLC99,348$2.12M0.0%+1.0%2.137%
5/15/2023 Guardian Wealth Advisors LLC NC7,756$168K0.0%-11.0%0.162%
5/15/2023 ICA Group Wealth Management LLC6,793$148K0.0%-8.7%0.142%
5/12/2023 GeoWealth 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%
5/10/2023 Atria Investments Inc55,569$1.21M0.0%+5.0%1.158%
5/10/2023 GDS Wealth Management361,811$7.86M1.4%N/A7.538%
5/9/2023 Aptus 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%
5/4/2023 AlphaMark Advisors LLC10,284$223K0.1%-23.2%0.214%
5/2/2023 Victory 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%
4/25/2023 Geneos Wealth Management Inc.12,018$261K0.0%+35.6%0.250%
4/24/2023 Richard 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%
4/18/2023 Darwin Wealth Management LLC608,120$13.09M3.5%+37.5%12.669%
4/14/2023 AE Wealth Management LLC98,386$2.14M0.0%+45.3%2.050%
4/11/2023Telemus Capital LLC18,632$405K0.0%-67.9%0.388%
3/15/2023 B. Riley Wealth Advisors Inc.42,670$900K0.0%-40.0%0.889%
3/6/2023 OLD Mission Capital LLC10,614$224K0.0%-85.1%0.221%
2/13/2023 GeoWealth Management LLC55,377$1.17M0.1%-57.4%1.154%
2/10/2023 Ameritas Advisory Services LLC20,575$434K0.0%-33.5%0.429%
2/10/2023 Advisor Group Holdings Inc.108,743$2.29M0.0%-27.9%2.265%
2/10/2023 Blackhawk Capital Partners LLC.34,394$725K0.6%N/A0.717%
2/9/2023 Victory 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%
2/7/2023 Richard W. Paul & Associates LLC67,632$1.43M0.7%N/A1.409%
2/7/2023 LPL Financial LLC126,729$2.67M0.0%-28.4%2.640%
2/7/2023 Condor 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%
2/2/2023 Silver 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%
2/1/2023 Castleview Partners LLC9,452$199K0.2%-31.4%0.197%
What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (Ad)

A small handful of companies are working with Nvidia to help ensure that this pivot is a massive success. We call them Nvidia’s “Silent Partners.”

Click here to find out who they are.
1/31/2023 Atria Investments Inc52,925$1.12M0.0%-43.0%1.103%
1/31/2023 Kestra Advisory Services LLC90,440$1.91M0.0%N/A1.884%
1/31/2023 AE 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%
1/24/2023 Sigma Planning Corp24,702$521K0.0%-17.9%0.515%
1/24/2023WealthOne LLC34,843$735K0.3%-21.2%0.726%
1/23/2023 Chiron 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%
1/18/2023 Private Advisor Group LLC12,182$257K0.0%-23.8%0.234%
1/17/2023 Darwin Wealth Management LLC442,145$9.67M2.5%-37.6%8.503%
(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, 69 institutional investors and hedge funds held shares of First Trust TCW Securitized Plus ETF. The most heavily invested institutionals were 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), Centaurus Financial Inc. ($3.50M), and Envestnet Asset Management Inc. ($3.16M).Learn more on DEED's institutional investors.

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

Of the 45 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), Condor Capital Management ($249.70K), Blackhawk Capital Partners LLC. ($226.58K), Darwin Wealth Management LLC ($172.87K), Elevated Capital Advisors LLC ($139.24K), and Raymond James & Associates ($122.59K).

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

Institutional investors have bought a total of 3,298,939 shares in the last 24 months. This purchase volume represents approximately $72.07M in transactions.

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

Of the 50 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), Darwin Wealth Management LLC ($351.50K), LPL Financial LLC ($309.24K), Walkner Condon Financial Advisors LLC ($261.27K), Victory Capital Management Inc. ($249.17K), and Private Advisor Group LLC ($202.53K).

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

Institutional investors have sold a total of 3,867,639 shares in the last 24 months. This volume of shares sold represents approximately $83.30M in transactions.


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This page (NYSEARCA:DEED) was last updated on 6/2/2024 by MarketBeat.com Staff

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