Ameritas Advisory Services’s First Trust Securitized Plus ETF DEED Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,618	Closed	-$34.6K	–	1196
2025 Q3	$34.6K	Buy	1,618 +1	+0.1%	+$21	﹤0.01%	1225
2025 Q2	$34.2K	Buy	+1,617	New	+$33.9K	﹤0.01%	1486
2023 Q2	–	Sell	-19,421	Closed	-$419K	–	991
2023 Q1	$419K	Sell	19,421 -1,154	-6%	-$24.9K	0.02%	536
2022 Q4	$434K	Sell	20,575 -10,374	-34%	-$219K	0.02%	581
2022 Q3	$664K	Buy	30,949 +1,616	+6%	+$36.7K	0.04%	369
2022 Q2	$667K	Sell	29,333 -50,854	-63%	-$1.18M	0.04%	381
2022 Q1	$1.94M	Buy	80,187 +9,646	+14%	+$241K	0.07%	215
2021 Q4	$1.81M	Buy	+70,541	New	+$1.82M	0.07%	238

Other funds holding DEED

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

Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

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

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return