Benjamin F. Edwards & Company’s First Trust Securitized Plus ETF DEED Stock Holding History

Benjamin F. Edwards & Company’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 Q4	–	Sell	-338	Closed	-$7K	–	1846
2022 Q3	$7K	Hold	338	–	–	﹤0.01%	1459
2022 Q2	$8K	Hold	338	–	–	﹤0.01%	1423
2022 Q1	$8K	Buy	338 +136	+67%	+$3.39K	﹤0.01%	1419
2021 Q4	$5K	Hold	202	–	–	﹤0.01%	1518
2021 Q3	$5K	Buy	+202	New	+$5.25K	﹤0.01%	1512

Other funds holding DEED

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Benjamin F. Edwards & Company's DEED Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of First Trust Securitized Plus ETF (DEED) in Q4 2022, closing a stake of 338 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in DEED in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q2 2022. 65 funds tracked by Wall St. Rank hold DEED as of Q4 2022.

Benjamin F. Edwards & Company reported no remaining First Trust Securitized Plus ETF position as of Q4 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 338 First Trust Securitized Plus ETF shares in Q4 2022, an estimated $7K.
Benjamin F. Edwards & Company first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 5 quarters.
Benjamin F. Edwards & Company's First Trust Securitized Plus ETF position peaked at $8K in Q2 2022.
65 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.