Arkadios Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Arkadios Wealth 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
2024 Q1	–	Sell	-16,412	Closed	-$348K	–	746
2023 Q4	$348K	Sell	16,412 -289	-2%	-$5.84K	0.03%	471
2023 Q3	$334K	Sell	16,701 -1,696	-9%	-$35.2K	0.03%	454
2023 Q2	$393K	Sell	18,397 -125	-0.7%	-$2.69K	0.05%	367
2023 Q1	$402K	Sell	18,522 -372	-2%	-$8.03K	0.05%	356
2022 Q4	$398K	Buy	+18,894	New	+$400K	0.05%	336
2022 Q2	–	Sell	-10,823	Closed	-$261K	–	557
2022 Q1	$261K	Sell	10,823 -339	-3%	-$8.46K	0.03%	461
2021 Q4	$287K	Sell	11,162 -10,559	-49%	-$273K	0.04%	464
2021 Q3	$563K	Sell	21,721 -8,086	-27%	-$210K	0.08%	266
2021 Q2	$772K	Buy	+29,807	New	+$773K	0.09%	249

Other funds holding DEED

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

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return

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

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

L.J. Altfest & Co New York $935M AUM 27.19% 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

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return