Barber Financial Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Barber Financial Group’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 Q1	$484K	Sell	22,272 -10	-0%	-$216	0.09%	77
2022 Q4	$470K	Sell	22,282 -411	-2%	-$8.69K	0.13%	73
2022 Q3	$487K	Sell	22,693 -6	-0%	-$136	0.14%	66
2022 Q2	$516K	Sell	22,699 -19,858	-47%	-$461K	0.08%	68
2022 Q1	$1.03M	Sell	42,557 -9,962	-19%	-$248K	0.14%	48
2021 Q4	$1.35M	Buy	+52,519	New	+$1.36M	0.16%	51

Other funds holding DEED

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Barber Financial Group's DEED Position: Q1 2023 in Review

Barber Financial Group reduced its First Trust Securitized Plus ETF (DEED) stake by 0.04% in Q1 2023, selling an estimated $216 and leaving 22,272 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #77.

Barber Financial Group first reported a position in DEED in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2021. 53 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

Barber Financial Group held 22,272 shares of First Trust Securitized Plus ETF worth $484K as of Q1 2023.
Barber Financial Group sold 10 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $216.
First Trust Securitized Plus ETF made up 0.09% of Barber Financial Group's portfolio in Q1 2023, its #77 holding.
Barber Financial Group first reported a position in First Trust Securitized Plus ETF in Q4 2021 and has held it in 6 quarters since.
Barber Financial Group's First Trust Securitized Plus ETF position peaked at $1.35M in Q4 2021.
53 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.