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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

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Arkadios Wealth Advisors's DEED Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q1 2024, closing a stake of 16,412 shares — an estimated $348K sold.

Arkadios Wealth Advisors first reported a position in DEED in Q2 2021 and held it in 9 quarters. The position peaked at $772K in Q2 2021. 34 funds tracked by Wall St. Rank hold DEED as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining First Trust Securitized Plus ETF position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 16,412 First Trust Securitized Plus ETF shares in Q1 2024, an estimated $348K.
  • Arkadios Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 9 quarters.
  • Arkadios Wealth Advisors's First Trust Securitized Plus ETF position peaked at $772K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.