Boyce & Associates Wealth Consulting’s First Trust Securitized Plus ETF DEED Stock Holding History

Boyce & Associates Wealth Consulting’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	–	Sell	-34,215	Closed	-$722K	–	52
2022 Q4	$722K	Sell	34,215 -5,342	-14%	-$113K	1.38%	15
2022 Q3	$849K	Buy	39,557 +3,839	+11%	+$87.2K	1.75%	14
2022 Q2	$812K	Sell	35,718 -11,240	-24%	-$261K	1.48%	17
2022 Q1	$1.13M	Buy	+46,958	New	+$1.17M	1.69%	17

Other funds holding DEED

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

DWM

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

GWM

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

WCFA

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

M1FG

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

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

AWM

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

RWPA

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

Boyce & Associates Wealth Consulting's DEED Position: Q1 2023 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 34,215 shares — an estimated $722K sold.

Boyce & Associates Wealth Consulting first reported a position in DEED in Q1 2022 and held it in 4 quarters. The position peaked at $1.13M in Q1 2022. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

Boyce & Associates Wealth Consulting reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 34,215 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $722K.
Boyce & Associates Wealth Consulting first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 4 quarters.
Boyce & Associates Wealth Consulting's First Trust Securitized Plus ETF position peaked at $1.13M in Q1 2022.
52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2023, filed 21 Apr 2023.