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Ausdal Financial Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-12,892
Closed -$277K – 454
2022
Q3 		$277K Sell
12,892
-20,104
-61% -$456K 0.04% 346
2022
Q2 		$750K Sell
32,996
-641
-2% -$14.9K 0.11% 210
2022
Q1 		$812K Buy
+33,637
New +$839K 0.11% 202

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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ausdal Financial Partners's DEED Position: Q4 2022 in Review

Ausdal Financial Partners sold out of First Trust Securitized Plus ETF (DEED) in Q4 2022, closing a stake of 12,892 shares — an estimated $277K sold.

Ausdal Financial Partners first reported a position in DEED in Q1 2022 and held it in 3 quarters. The position peaked at $812K in Q1 2022. 65 funds tracked by Wall St. Rank hold DEED as of Q4 2022.

  • Ausdal Financial Partners reported no remaining First Trust Securitized Plus ETF position as of Q4 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,892 First Trust Securitized Plus ETF shares in Q4 2022, an estimated $277K.
  • Ausdal Financial Partners first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 3 quarters.
  • Ausdal Financial Partners's First Trust Securitized Plus ETF position peaked at $812K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.