American Portfolios Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

American Portfolios Advisors’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
2022 Q3	$288K	Sell	13,420 -7,274	-35%	-$165K	0.01%	864
2022 Q2	$470K	Sell	20,694 -1,021	-5%	-$23.7K	0.02%	687
2022 Q1	$524K	Sell	21,715 -484	-2%	-$12.1K	0.02%	714
2021 Q4	$571K	Hold	22,199	–	–	0.02%	687
2021 Q3	$576K	Buy	22,199 +1,811	+9%	+$47.1K	0.02%	643
2021 Q2	$529K	Buy	20,388 +12,100	+146%	+$314K	0.02%	681
2021 Q1	$213K	Buy	+8,288	New	+$214K	0.01%	994

Other funds holding DEED

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DWM

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

Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

WCFA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's DEED Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Securitized Plus ETF (DEED) stake by 35% in Q3 2022, selling an estimated $165K and leaving 13,420 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #864.

American Portfolios Advisors first reported a position in DEED in Q1 2021 and has held it in 7 quarters since. The position peaked at $576K in Q3 2021. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

American Portfolios Advisors held 13,420 shares of First Trust Securitized Plus ETF worth $288K as of Q3 2022.
American Portfolios Advisors sold 7,274 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $165K.
First Trust Securitized Plus ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #864 holding.
American Portfolios Advisors first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's First Trust Securitized Plus ETF position peaked at $576K in Q3 2021.
61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.