Free Trial
→ Elon Musk: my AI will be “worth more than Tesla” (From Behind the Markets) (Ad) Free DEED Stock Alerts

First Trust TCW Securitized Plus ETF (DEED) Institutional Ownership

$20.98 +0.24 (+1.16%)
As of 01/21/2025 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)
14
Total
Institutional Inflows
(last 12 months)
$24.68M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$18.58M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
8/1/2024 Elevated 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%
5/1/2024StoneX Group Inc.30,000$621K0.1%-40.0%1.053%
5/1/2024Blackhawk Capital Partners LLC.114,671$2.38M1.5%-1.1%4.024%
4/22/2024Altfest L J & Co. Inc.92,325$1.91M0.3%+36.0%3.239%
4/18/2024AlphaMark 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%
2/7/2024GDS 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%
1/24/2024Walkner 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%
1/18/2024Altfest L J & Co. Inc.67,908$1.44M0.2%+18.7%1.764%
1/16/2024Raymond James Financial Services Advisors Inc.9,888$210K0.0%N/A0.257%
1/16/2024Raymond 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%
Elon Musk’s FINAL Move (Ad)

I call it "Elon's Final Move" because his new AI venture will dominate Tesla...

Get all the details here >>>
10/31/2023AlphaMark Advisors LLC7,383$147K0.1%-16.6%0.192%
10/26/2023Altfest L J & Co. Inc.57,195$1.14M0.2%+7.4%1.486%
10/25/2023Advisor Resource Council51,797$1.04M0.5%+29.5%1.345%
10/19/2023GDS 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%
10/12/2023Richard 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%
8/9/2023Altfest 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%
7/28/2023AlphaMark Advisors LLC8,853$189K0.1%-13.9%0.190%
7/27/2023Victory Capital Management Inc.43,166$922K0.0%-62.0%0.928%
7/27/2023GDS Wealth Management397,723$8.49M1.4%+9.9%8.553%
7/27/2023Root 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%
7/24/2023 Aspire Private Capital LLC1,518$32K0.0%N/A0.033%
7/21/2023Walkner 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%
7/14/2023Advisor Resource Council39,991$854K0.4%N/A0.860%
7/13/2023Cambridge 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%
5/12/2023Root 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%
5/10/2023GDS 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%
5/4/2023AlphaMark Advisors LLC10,284$223K0.1%-23.2%0.214%
5/2/2023Victory Capital Management Inc.113,685$2.47M0.0%-16.8%2.368%
4/28/2023 Ameritas 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%
4/21/2023Walkner Condon Financial Advisors LLC316,937$6.88M1.9%+3.8%6.603%
4/20/2023Altfest 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%
Elon Musk’s FINAL Move (Ad)

I call it "Elon's Final Move" because his new AI venture will dominate Tesla...

Get all the details here >>>
2/13/2023GeoWealth Management LLC55,377$1.17M0.1%-57.4%1.154%
2/10/2023 Ameritas Advisory Services LLC20,575$434K0.0%-33.5%0.429%
2/10/2023Advisor 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%
2/8/2023Raymond James Financial Services Advisors Inc.47,216$996K0.0%-6.5%0.984%
2/8/2023Cambridge 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%
(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, 51 institutional investors and hedge funds held shares of First Trust TCW Securitized Plus ETF. The most heavily invested institutionals were GDS Wealth Management ($17.58M), NewEdge Advisors LLC ($6.14M), Legacy CG LLC ($4.94M), Raymond James & Associates ($3.23M), Elevated Capital Advisors LLC ($2.75M), Blackhawk Capital Partners LLC. ($2.57M), and Advisor Group Holdings Inc. ($2.29M).Learn more on DEED's institutional investors.

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

Of the 27 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: GDS Wealth Management ($709.63K), NewEdge Advisors LLC ($284.51K), Raymond James & Associates ($270.85K), Legacy CG LLC ($239.50K), Blackhawk Capital Partners LLC. ($230.16K), Darwin Wealth Management LLC ($172.87K), and Elevated Capital Advisors LLC ($139.24K).

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

Institutional investors have bought a total of 2,634,477 shares in the last 24 months. This purchase volume represents approximately $55.75M in transactions.

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

Of the 38 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), Darwin Wealth Management LLC ($586.87K), Walkner Condon Financial Advisors LLC ($261.27K), Victory Capital Management Inc. ($199.77K), Condor Capital Management ($98.81K), Richard W. Paul & Associates LLC ($95.82K), and GeoWealth Management LLC ($94.42K).

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

Institutional investors have sold a total of 2,541,470 shares in the last 24 months. This volume of shares sold represents approximately $53.54M in transactions.


Related Companies

This page (NYSEARCA:DEED) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored