Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TRUST SECURITIZED PLUS ETF (DEED)

31 + Investors. Track Smart Money conviction in DEED. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — DEED

Based on 31 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DEED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 31 funds hold DEED today versus a peak of 47 funds at 2023 Q1 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DEED is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

15 buying19 selling
Last quarter: 19 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 39% medium 10% new
16 out of 31 hedge funds have held DEED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

4 → 6 → 6 → 3 → 4 new funds/Q
New funds entering each quarter: 6 → 6 → 3 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 23% 1-2yr 23% new
Of 31 current holders: 17 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
3 of 31 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DEED

How many hedge funds hold DEED — quarterly history vs. share price
Quarterly hedge fund ownership of DEED vs. share price

Market Analysis: DEED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEED

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DEED
2026 Q1 Stats Unlock in 20 days 31 + Investors

Track Smart Money conviction in DEED. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 31 34 -8.82%
13F Shares 2M 2M -7.54%
Total Value $47M $50M -6.59%
New Positions 4 3 +1
Increased Positions 11 15 -4
Closed Positions 7 3 +4
Reduced Positions 12 9 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEED

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Institutional Holders (2026 Q1)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEED. Verified SEC 13F-HR filings.

Top 12 institutional holders of DEED — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GDS Wealth Management 1.41% 1,097,735 $23.4M
2 ALTFEST L J & CO INC 0.18% 77,081 $1.6M
3 TCFG WEALTH MANAGEMENT, LLC 0.15% 18,302 $390K
4 Belpointe Asset Management LLC 0.03% 37,273 $795K
5 Signal Advisors Wealth, LLC 0.03% 17,765 $379K
6 Nova Wealth Management, Inc. 0.00% 150 $3K
7 Wagner Wealth Management, LLC 0.00% 472 $10K
8 Root Financial Partners, LLC 0.00% 1,562 $33K
9 Ascentis Wealth Management, LLC 0.00% 306 $7K
10 Davis Capital Management 0.00% 67 $1K
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 244 $5K
12 Merkkuri Wealth Advisors LLC 0.00% 3
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TRUST SECURITIZED PLUS ETF (DEED)

What does the Smart Money Trend signal show for DEED?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DEED positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DEED?

More sellers than buyers — 44% buying: Last quarter: 19 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DEED holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 31 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DEED?

52% of holders stayed for 2+ years: 16 out of 31 hedge funds have held DEED for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.