BFEC
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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

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DWM
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WCFA
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return