FIRST TRUST TCW SEC PLUS ETF (DEED) Institutional Shareholders
FIRST TRUST TCW SEC PLUS ETF (DEED) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $55.90M in DEED holdings during the latest filing period.
Gds Wealth Management is currently the largest disclosed institutional shareholder of DEED tracked by InsiderSet, reporting ownership valued at approximately $24.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.86M, representing an estimated loss of -2.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed DEED value among the investors covered in this analysis. Major shareholders include Gds Wealth Management, Guided Capital Wealth Management, Llc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST TCW SEC PLUS ETF (DEED).
This page ranks the largest institutional DEED shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$55.90M
Largest Holder
Gds Wealth Management
Largest Position
$24.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gds Wealth Management | 1.17% | 1,149,150 | $24,568,827 | $23,862,100 | -$706,727 | -2.88% | |
| Guided Capital Wealth Management, Llc | 4.98% | 398,039 | $8,510,074 | $8,265,280 | -$244,794 | -2.88% | |
| Newedge Advisors, Llc | 0.01% | 219,232 | $4,687,184 | $4,552,352 | -$134,832 | -2.88% | |
| Citadel Advisors Llc | 0.00% | 100,748 | $2,153,992 | $2,092,032 | -$61,960 | -2.88% | |
| Vise Technologies, Inc. | 0.02% | 98,942 | $2,115,383 | $2,054,531 | -$60,852 | -2.88% | |
| Milestones Private Investment Advisors Llc | 1.68% | 98,676 | $2,109,693 | $2,049,007 | -$60,686 | -2.88% | |
| Strategic Financial Partners, Ltd. | 0.68% | 83,760 | $1,790,803 | $1,739,276 | -$51,527 | -2.88% | |
| Altfest L J & Co Inc | 0.17% | 80,692 | $1,725,201 | $1,675,569 | -$49,632 | -2.88% | |
| Lpl Financial Llc | 0.00% | 79,889 | $1,708,037 | $1,658,895 | -$49,142 | -2.88% | |
| Raymond James Financial Inc | 0.00% | 52,278 | $1,117,704 | $1,085,553 | -$32,151 | -2.88% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 42,274 | $903,818 | $877,820 | -$25,998 | -2.88% | |
| Jane Street Group, Llc | 0.00% | 38,373 | $820,415 | $796,815 | -$23,600 | -2.88% | |
| Belpointe Asset Management Llc | 0.02% | 31,319 | $669,611 | $650,339 | -$19,272 | -2.88% | |
| Insigneo Advisory Services, Llc | 0.02% | 26,700 | $570,846 | $554,426 | -$16,421 | -2.88% | |
| Rik Saylor Financial, Inc. | 0.36% | 25,243 | $539,703 | $524,171 | -$15,532 | -2.88% | |
| Equitable Holdings, Inc. | 0.00% | 23,211 | $496,251 | $481,976 | -$14,275 | -2.88% | |
| Tcfg Wealth Management, Llc | 0.15% | 18,302 | $390,382 | $380,041 | -$10,341 | -2.65% | |
| Susquehanna International Group, Llp | 0.00% | 14,575 | $311,614 | $302,650 | -$8,964 | -2.88% | |
| Tcfg Investment Advisors, Llc | 0.10% | 13,594 | $290,640 | $282,279 | -$8,361 | -2.88% | |
| Darwin Wealth Management, Llc | 0.04% | 6,874 | $146,973 | $142,739 | -$4,234 | -2.88% | |
| Geowealth Management, Llc | 0.00% | 4,963 | $106,109 | $103,057 | -$3,052 | -2.88% | |
| Geneos Wealth Management Inc. | 0.00% | 3,000 | $64,140 | $62,295 | -$1,845 | -2.88% | |
| Osaic Holdings, Inc. | 0.00% | 1,650 | $35,277 | $34,262 | -$1,015 | -2.88% | |
| Harbour Investments, Inc. | 0.00% | 966 | $20,653 | $20,059 | -$594 | -2.88% | |
| Morgan Stanley | 0.00% | 809 | $17,308 | $16,799 | -$509 | -2.94% | |
| Wagner Wealth Management, Llc | 0.00% | 478 | $10,209 | $9,926 | -$283 | -2.78% | |
| Ascentis Wealth Management, Llc | 0.00% | 306 | $6,542 | $6,354 | -$188 | -2.87% | |
| Creative Financial Designs Inc | 0.00% | 244 | $5,217 | $5,067 | -$150 | -2.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 226 | $4,835 | $4,693 | -$142 | -2.94% | |
| Nova Wealth Management, Inc. | 0.00% | 150 | $3,207 | $3,115 | -$92 | -2.88% | |
| Davis Capital Management | 0.00% | 67 | $1,432 | $1,391 | -$41 | -2.85% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,761 | $380 | $368,807 | +$368,427 | +96954.52% |
Frequently asked questions about DEED
Who owns the most DEED stock?
The largest holders of DEED are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST TCW SEC PLUS ETF (DEED).
Is DEED widely held by superinvestors?
Many widely followed stocks like DEED appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DEED is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.