AE Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-99,348
| Closed | -$2.12M | – | 1970 |
|
|
2023
Q2 | $2.12M | Buy |
99,348
+962
| +1% | +$20.5K | 0.01% | 827 |
|
|
2023
Q1 | $2.14M | Buy |
98,386
+30,672
| +45% | +$666K | 0.01% | 768 |
|
|
2022
Q4 | $1.43M | Sell |
67,714
-33,134
| -33% | -$699K | 0.01% | 860 |
|
|
2022
Q3 | $2.17M | Sell |
100,848
-14,357
| -12% | -$308K | 0.02% | 667 |
|
|
2022
Q2 | $2.62M | Buy |
115,205
+7,355
| +7% | +$167K | 0.02% | 580 |
|
|
2022
Q1 | $2.6M | Buy |
107,850
+99,018
| +1,121% | +$2.39M | 0.02% | 632 |
|
|
2021
Q4 | $227K | Buy |
+8,832
| New | +$227K | ﹤0.01% | 1560 |
|