B. Riley Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

B. Riley 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
2023 Q2	–	Sell	-32,421	Closed	-$704K	–	1560
2023 Q1	$704K	Sell	32,421 -10,249	-24%	-$221K	0.02%	676
2022 Q4	$900K	Sell	42,670 -28,406	-40%	-$601K	0.03%	572
2022 Q3	$1.53M	Buy	71,076 +57,930	+441%	+$1.32M	0.05%	374
2022 Q2	$299K	Buy	13,146 +17	+0.1%	+$394	0.01%	883
2022 Q1	$317K	Sell	13,129 -9,483	-42%	-$237K	0.01%	984
2021 Q4	$582K	Sell	22,612 -11,082	-33%	-$286K	0.02%	736
2021 Q3	$875K	Sell	33,694 -1,368	-4%	-$35.6K	0.03%	563
2021 Q2	$910K	Buy	+35,062	New	+$909K	0.03%	543

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

B. Riley Wealth Advisors's DEED Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q2 2023, closing a stake of 32,421 shares — an estimated $704K sold.

B. Riley Wealth Advisors first reported a position in DEED in Q2 2021 and held it in 8 quarters. The position peaked at $1.53M in Q3 2022. 45 funds tracked by Wall St. Rank hold DEED as of Q2 2023.

B. Riley Wealth Advisors reported no remaining First Trust Securitized Plus ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 32,421 First Trust Securitized Plus ETF shares in Q2 2023, an estimated $704K.
B. Riley Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 8 quarters.
B. Riley Wealth Advisors's First Trust Securitized Plus ETF position peaked at $1.53M in Q3 2022.
45 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.