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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return