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First Trust Securitized Plus (DEED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
One Way Holdings LLC
DECREASED
Shares934,881 from 1,149,150
Change-214,269 (-19%)
Value$19.0M (-$5.6M)
Filed 2026-10-29
Guided Capital Wealth Management, LLC
DECREASED
Shares391,261 from 398,039
Change-6,778 (-2%)
Value$7.9M (-$579.2K)
Filed 2026-10-21
Milestones Private Investment Advisors LLC
INCREASED
Shares100,441 from 98,676
Change+1,765 (+2%)
Value$2.0M (-$73.8K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares98,500 from 98,942
Change-442 (0%)
Value$2.0M (-$118.8K)
Filed 2026-10-29
Altfest L J & Co Inc
INCREASED
Shares83,327 from 80,692
Change+2,635 (+3%)
Value$1.7M (-$36.2K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares82,337 from 79,889
Change+2,448 (+3%)
Value$1.7M (-$39.1K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares39,940 from 42,274
Change-2,334 (-6%)
Value$809.6K (-$94.2K)
Filed 2026-11-03
Puff Wealth Management, LLC
DECREASED
Shares14,962 from 19,409
Change-4,447 (-23%)
Value$303.3K (-$111.7K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,340 from 17,761
Change-3,421 (-19%)
Value$291.0K (-$89.0K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
DECREASED
Shares12,923 from 13,594
Change-671 (-5%)
Value$261.9K (-$28.7K)
Filed 2026-10-20
Wagner Wealth Management, LLC
INCREASED
Shares484 from 478
Change+6 (+1%)
Value$9.8K (-$403)
Filed 2026-10-21
Ascentis Wealth Management, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$6.2K (-$340)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares271 from 226
Change+45 (+20%)
Value$5.5K (+$658)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$4.9K (-$271)
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$1.4K (-$74)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares14
Change+14
Value$282
Filed 2026-10-21
NewEdge Advisors, LLC
N/A
Shares— from 219,232
Change-219,232 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 100,748
Change-100,748 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 83,760
Change-83,760 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 52,278
Change-52,278 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,373
Change-38,373 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,319
Change-31,319 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 25,243
Change-25,243 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,211
Change-23,211 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 966
Change-966 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 809
Change-809 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Status
One Way Holdings LLC
DECREASED934,8811,149,150-214,269-19%$24.6M$19.0M-$5.6M2026-10-29
Guided Capital Wealth Management, LLC
DECREASED391,261398,039-6,778-2%$8.5M$7.9M-$579.2K2026-10-21
Milestones Private Investment Advisors LLC
INCREASED100,44198,676+1,765+2%$2.1M$2.0M-$73.8K2026-10-19
Vise Technologies, Inc.
DECREASED98,50098,942-4420%$2.1M$2.0M-$118.8K2026-10-29
Altfest L J & Co Inc
INCREASED83,32780,692+2,635+3%$1.7M$1.7M-$36.2K2026-10-27
LPL Financial LLC
INCREASED82,33779,889+2,448+3%$1.7M$1.7M-$39.1K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED39,94042,274-2,334-6%$903.8K$809.6K-$94.2K2026-11-03
Puff Wealth Management, LLC
DECREASED14,96219,409-4,447-23%$415.0K$303.3K-$111.7K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED14,34017,761-3,421-19%$380.0K$291.0K-$89.0K2026-11-02
Tcfg Investment Advisors, LLC
DECREASED12,92313,594-671-5%$290.6K$261.9K-$28.7K2026-10-20
Wagner Wealth Management, LLC
INCREASED484478+6+1%$10.2K$9.8K-$4032026-10-21
Ascentis Wealth Management, LLC
UNCHANGED30630600%$6.5K$6.2K-$3402026-11-03
PNC Financial Services Group, Inc.
INCREASED271226+45+20%$4.8K$5.5K+$6582026-11-06
Creative Financial Designs Inc
UNCHANGED24424400%$5.2K$4.9K-$2712026-11-04
Davis Capital Management
UNCHANGED676700%$1.4K$1.4K-$742026-10-08
Root Financial Partners, LLC
NEW14—+14——$282—2026-10-21
NewEdge Advisors, LLC
N/A—219,232-219,232-100%$4.7M———
Citadel Advisors LLC
N/A—100,748-100,748-100%$2.2M———
Strategic Financial Partners, Ltd.
N/A—83,760-83,760-100%$1.8M———
Raymond James Financial Inc
N/A—52,278-52,278-100%$1.1M———
Jane Street Group, LLC
N/A—38,373-38,373-100%$820.4K———
Belpointe Asset Management LLC
N/A—31,319-31,319-100%$669.6K———
Insigneo Advisory Services, LLC
N/A—26,700-26,700-100%$570.8K———
RIK Saylor Financial, Inc.
N/A—25,243-25,243-100%$539.7K———
Equitable Holdings, Inc.
N/A—23,211-23,211-100%$496.3K———
Susquehanna International Group, LLP
N/A—14,575-14,575-100%$311.6K———
NI Acquisitions Company, LLC
N/A—10,632-10,632-100%$227.3K———
Darwin Wealth Management, LLC
N/A—6,874-6,874-100%$147.0K———
GeoWealth Management, LLC
N/A—4,963-4,963-100%$106.1K———
Geneos Wealth Management Inc.
N/A—3,000-3,000-100%$64.1K———
Osaic Holdings, Inc.
N/A—1,650-1,650-100%$35.3K———
Harbour Investments, Inc.
N/A—966-966-100%$20.7K———
Morgan Stanley
N/A—809-809-100%$17.3K———
Nova Wealth Management, Inc.
N/A—150-150-100%$3.2K———
Showing 34 of 34 institutions