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Advisor Resource Council’s First Trust Securitized Plus ETF DEED Stock Holding History

Advisor Resource Council’s Portfolio DEED Stock Details DEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51,797
Closed -$1.03M – 491
2023
Q3 		$1.03M Buy
51,797
+11,806
+30% +$245K 0.53% 31
2023
Q2 		$854K Buy
+39,991
New +$862K 0.38% 42

Other funds holding DEED

DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Advisor Resource Council's DEED Position: Q4 2023 in Review

Advisor Resource Council sold out of First Trust Securitized Plus ETF (DEED) in Q4 2023, closing a stake of 51,797 shares — an estimated $1.03M sold.

Advisor Resource Council first reported a position in DEED in Q2 2023 and held it in 2 quarters. The position peaked at $1.03M in Q3 2023. 43 funds tracked by Wall St. Rank hold DEED as of Q4 2023.

  • Advisor Resource Council reported no remaining First Trust Securitized Plus ETF position as of Q4 2023 after selling out during the quarter.
  • Advisor Resource Council sold 51,797 First Trust Securitized Plus ETF shares in Q4 2023, an estimated $1.03M.
  • Advisor Resource Council first reported a position in First Trust Securitized Plus ETF in Q2 2023 and held it in 2 quarters.
  • Advisor Resource Council's First Trust Securitized Plus ETF position peaked at $1.03M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2023.

Based on Advisor Resource Council's 13F filing for Q4 2023, filed 12 Jan 2024.