AWM
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Avior Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2,362
Closed -$60K – 1123
2021
Q4 		$60K Buy
+2,362
New +$61K 0.01% 563

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WCFA
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CAG
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Osaic Holdings
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PAG
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UWM
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Avior Wealth Management's DEED Position: Q1 2022 in Review

Avior Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2022, closing a stake of 2,362 shares — an estimated $60K sold.

Avior Wealth Management first reported a position in DEED in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 77 funds tracked by Wall St. Rank hold DEED as of Q1 2022.

  • Avior Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2022 after selling out during the quarter.
  • Avior Wealth Management sold 2,362 First Trust Securitized Plus ETF shares in Q1 2022, an estimated $60K.
  • Avior Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 1 quarter.
  • Avior Wealth Management's First Trust Securitized Plus ETF position peaked at $60K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.