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

Atria Wealth Solutions’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 		– Sell
-14,007
Closed -$318K – 1779
2022
Q2 		$318K Hold
14,007
– – 0.01% 1185
2022
Q1 		$338K Buy
+14,007
New +$349K 0.01% 1259

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DWM
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DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's DEED Position: Q3 2022 in Review

Atria Wealth Solutions sold out of First Trust Securitized Plus ETF (DEED) in Q3 2022, closing a stake of 14,007 shares — an estimated $318K sold.

Atria Wealth Solutions first reported a position in DEED in Q1 2022 and held it in 2 quarters. The position peaked at $338K in Q1 2022. 61 funds tracked by Wall St. Rank hold DEED as of Q3 2022.

  • Atria Wealth Solutions reported no remaining First Trust Securitized Plus ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,007 First Trust Securitized Plus ETF shares in Q3 2022, an estimated $318K.
  • Atria Wealth Solutions first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's First Trust Securitized Plus ETF position peaked at $338K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.