AE Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

AE Wealth Management’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 Q3	–	Sell	-99,348	Closed	-$2.12M	–	1975
2023 Q2	$2.12M	Buy	99,348 +962	+1%	+$20.7K	0.01%	828
2023 Q1	$2.14M	Buy	98,386 +30,672	+45%	+$662K	0.01%	770
2022 Q4	$1.43M	Sell	67,714 -33,134	-33%	-$701K	0.01%	861
2022 Q3	$2.17M	Sell	100,848 -14,357	-12%	-$326K	0.02%	668
2022 Q2	$2.62M	Buy	115,205 +7,355	+7%	+$171K	0.02%	580
2022 Q1	$2.6M	Buy	107,850 +99,018	+1,121%	+$2.47M	0.02%	633
2021 Q4	$227K	Buy	+8,832	New	+$228K	﹤0.01%	1560

Other funds holding DEED

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AE Wealth Management's DEED Position: Q3 2023 in Review

AE Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q3 2023, closing a stake of 99,348 shares — an estimated $2.12M sold.

AE Wealth Management first reported a position in DEED in Q4 2021 and held it in 7 quarters. The position peaked at $2.62M in Q2 2022. 37 funds tracked by Wall St. Rank hold DEED as of Q3 2023.

AE Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 99,348 First Trust Securitized Plus ETF shares in Q3 2023, an estimated $2.12M.
AE Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 7 quarters.
AE Wealth Management's First Trust Securitized Plus ETF position peaked at $2.62M in Q2 2022.
37 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.