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Advisornet Financial’s First Trust Securitized Plus ETF DEED Stock Holding History

Advisornet Financial’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
2024
Q2 		– Sell
-115
Closed -$2.38K – 2101
2024
Q1 		$2.38K Hold
115
– – ﹤0.01% 1568
2023
Q4 		$2.44K Hold
115
– – ﹤0.01% 1656
2023
Q3 		$2.3K Hold
115
– – ﹤0.01% 1597
2023
Q2 		$2.46K Sell
115
-25
-18% -$539 ﹤0.01% 1665
2023
Q1 		$3.04K Buy
+140
New +$3.02K ﹤0.01% 1596

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Advisornet Financial's DEED Position: Q2 2024 in Review

Advisornet Financial sold out of First Trust Securitized Plus ETF (DEED) in Q2 2024, closing a stake of 115 shares — an estimated $2.38K sold.

Advisornet Financial first reported a position in DEED in Q1 2023 and held it in 5 quarters. The position peaked at $3.04K in Q1 2023. 38 funds tracked by Wall St. Rank hold DEED as of Q2 2024.

  • Advisornet Financial reported no remaining First Trust Securitized Plus ETF position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 115 First Trust Securitized Plus ETF shares in Q2 2024, an estimated $2.38K.
  • Advisornet Financial first reported a position in First Trust Securitized Plus ETF in Q1 2023 and held it in 5 quarters.
  • Advisornet Financial's First Trust Securitized Plus ETF position peaked at $3.04K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.