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Belpointe Asset Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Belpointe Asset 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
2026
Q2 		$670K Sell
31,319
-5,954
-16% -$127K 0.02% 624
2026
Q1 		$795K Buy
37,273
+7,995
+27% +$173K 0.03% 537
2025
Q4 		$632K Buy
29,278
+345
+1% +$7.43K 0.02% 581
2025
Q3 		$619K Buy
28,933
+219
+0.8% +$4.64K 0.02% 563
2025
Q2 		$607K Buy
28,714
+1,992
+7% +$41.7K 0.03% 506
2025
Q1 		$565K Buy
+26,722
New +$559K 0.03% 529

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Belpointe Asset Management's DEED Position: Q2 2026 in Review

Belpointe Asset Management reduced its First Trust Securitized Plus ETF (DEED) stake by 16% in Q2 2026, selling an estimated $127K and leaving 31,319 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #624.

Belpointe Asset Management first reported a position in DEED in Q1 2025 and has held it in 6 quarters since. The position peaked at $795K in Q1 2026. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Belpointe Asset Management held 31,319 shares of First Trust Securitized Plus ETF worth $670K as of Q2 2026.
  • Belpointe Asset Management sold 5,954 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $127K.
  • First Trust Securitized Plus ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #624 holding.
  • Belpointe Asset Management first reported a position in First Trust Securitized Plus ETF in Q1 2025 and has held it in 6 quarters since.
  • Belpointe Asset Management's First Trust Securitized Plus ETF position peaked at $795K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.