FIRST TRUST TCW SEC PLUS ETF (DEED) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $52.54M 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 $23.41M in its March 31, 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 $23.45M, representing an estimated gain of +0.14% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed DEED value among the investors covered in this analysis. Major shareholders include Gds Wealth Management, Guided Capital Wealth Management, Llc, Raymond James Financial Inc, 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

36

Total Reported Value

$52.54M

Largest Holder

Gds Wealth Management

Largest Position

$23.41M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

39

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Gds Wealth Management1.41%1,097,735$23,414,688$23,447,620+$32,932+0.14%
Guided Capital Wealth Management, Llc5.95%422,580$9,013,631$9,026,309+$12,678+0.14%
Raymond James Financial Inc0.00%136,213$2,905,423$2,909,510+$4,087+0.14%
Jane Street Group, Llc0.00%98,333$2,097,443$2,100,393+$2,950+0.14%
Milestones Private Investment Advisors Llc1.83%97,485$2,079,355$2,082,280+$2,925+0.14%
Lpl Financial Llc0.00%87,791$1,872,583$1,875,216+$2,633+0.14%
Strategic Financial Partners, Ltd.0.73%79,688$1,699,767$1,702,136+$2,369+0.14%
Altfest L J & Co Inc0.18%77,081$1,644,129$1,646,450+$2,321+0.14%
Susquehanna International Group, Llp0.00%56,276$1,200,367$1,202,055+$1,688+0.14%
Ashton Thomas Private Wealth, Llc0.02%40,393$861,583$862,794+$1,211+0.14%
Citadel Advisors Llc0.00%38,364$818,304$819,455+$1,151+0.14%
Belpointe Asset Management Llc0.03%37,273$795,046$796,151+$1,105+0.14%
Goldman Sachs Group Inc0.00%28,509$608,097$608,952+$855+0.14%
Insigneo Advisory Services, Llc0.04%26,700$569,511$570,312+$801+0.14%
Rik Saylor Financial, Inc.0.41%25,380$541,353$542,117+$764+0.14%
Equitable Holdings, Inc.0.00%22,104$477,446$472,141-$5,305-1.11%
Tcfg Investment Advisors, Llc0.15%18,302$390,382$390,931+$549+0.14%
Tcfg Wealth Management, Llc0.15%18,302$390,382$390,931+$549+0.14%
Signal Advisors Wealth, Llc0.03%17,765$378,923$379,460+$537+0.14%
Newedge Advisors, Llc0.01%297,487$301,817$6,354,322+$6,052,505+2005.36%
Darwin Wealth Management, Llc0.05%6,806$145,172$145,376+$204+0.14%
Morgan Stanley0.00%5,737$122,388$122,542+$154+0.13%
Geneos Wealth Management Inc.0.00%3,000$63,990$64,080+$90+0.14%
Ubs Group Ag0.00%2,236$47,694$47,761+$67+0.14%
Root Financial Partners, Llc0.00%1,562$33,326$33,364+$38+0.11%
Harbour Investments, Inc.0.00%1,243$26,513$26,550+$37+0.14%
Twin Peaks Wealth Advisors, Llc0.00%513$10,942$10,958+$16+0.14%
Wagner Wealth Management, Llc0.00%472$10,063$10,082+$19+0.19%
Ascentis Wealth Management, Llc0.00%306$6,526$6,536+$10+0.16%
Creative Financial Designs Inc0.00%244$5,205$5,212+$7+0.13%
Pnc Financial Services Group, Inc.0.00%176$3,746$3,759+$13+0.36%
Nova Wealth Management, Inc.0.00%150$3,200$3,204+$4+0.13%
Davis Capital Management0.00%67$1,429$1,431+$2+0.15%
Hrt Financial Lp0.00%22,625$482$483,270+$482,788+100163.49%
Cambridge Investment Research Advisors, Inc.0.00%18,571$396$396,677+$396,281+100070.85%
Merkkuri Wealth Advisors Llc0.00%3$62$64+$2+3.35%

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.