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

B. Riley 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 Q2	$2.11K	Sell	92,790 -7,345	-7%	-$170K	﹤0.01%	207
2022 Q1	$2.42M	Sell	100,135 -860	-0.9%	-$21.4K	0.19%	113
2021 Q4	$2.6M	Buy	100,995 +3,020	+3%	+$78K	0.18%	118
2021 Q3	$2.54M	Buy	97,975 +60,155	+159%	+$1.56M	0.2%	109
2021 Q2	$981K	Buy	37,820 +20,720	+121%	+$537K	0.11%	165
2021 Q1	$440K	Buy	+17,100	New	+$442K	0.05%	239

Other funds holding DEED

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

Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

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

B. Riley Wealth Management's DEED Position: Q2 2022 in Review

B. Riley Wealth Management reduced its First Trust Securitized Plus ETF (DEED) stake by 7.3% in Q2 2022, selling an estimated $170K and leaving 92,790 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

B. Riley Wealth Management first reported a position in DEED in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

B. Riley Wealth Management held 92,790 shares of First Trust Securitized Plus ETF worth $2.11K as of Q2 2022.
B. Riley Wealth Management sold 7,345 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $170K.
First Trust Securitized Plus ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #207 holding.
B. Riley Wealth Management first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's First Trust Securitized Plus ETF position peaked at $2.6M in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.