Atria Investments’s First Trust Securitized Plus ETF DEED Stock Holding History

Atria Investments’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 Q2	–	Sell	-55,569	Closed	-$1.21M	–	837
2023 Q1	$1.21M	Buy	55,569 +2,644	+5%	+$57.1K	0.02%	734
2022 Q4	$1.12M	Sell	52,925 -39,921	-43%	-$844K	0.02%	724
2022 Q3	$1.99M	Sell	92,846 -46,866	-34%	-$1.06M	0.04%	484
2022 Q2	$3.18M	Sell	139,712 -48,667	-26%	-$1.13M	0.07%	358
2022 Q1	$4.55M	Sell	188,379 -1,660	-0.9%	-$41.4K	0.08%	304
2021 Q4	$4.88M	Buy	190,039 +36,303	+24%	+$937K	0.09%	287
2021 Q3	$3.99M	Buy	153,736 +5,423	+4%	+$141K	0.07%	317
2021 Q2	$3.85M	Sell	148,313 -32,925	-18%	-$854K	0.07%	304
2021 Q1	$4.67M	Buy	+181,238	New	+$4.68M	0.1%	224

Other funds holding DEED

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 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 $759M AUM 18.75% 1-Year Est. Return

BCP

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Atria Investments's DEED Position: Q2 2023 in Review

Atria Investments sold out of First Trust Securitized Plus ETF (DEED) in Q2 2023, closing a stake of 55,569 shares — an estimated $1.21M sold.

Atria Investments first reported a position in DEED in Q1 2021 and held it in 9 quarters. The position peaked at $4.88M in Q4 2021. 45 funds tracked by Wall St. Rank hold DEED as of Q2 2023.

Atria Investments reported no remaining First Trust Securitized Plus ETF position as of Q2 2023 after selling out during the quarter.
Atria Investments sold 55,569 First Trust Securitized Plus ETF shares in Q2 2023, an estimated $1.21M.
Atria Investments first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 9 quarters.
Atria Investments's First Trust Securitized Plus ETF position peaked at $4.88M in Q4 2021.
45 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.