Cerity Partners
DEED icon

Cerity Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

Cerity Partners’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
2024
Q2 		– Sell
-12,997
Closed -$269K – 2277
2024
Q1 		$269K Sell
12,997
-8,678
-40% -$180K ﹤0.01% 1926
2023
Q4 		$460K Sell
21,675
-8,108
-27% -$164K ﹤0.01% 1304
2023
Q3 		$595K Sell
29,783
-30,211
-50% -$627K ﹤0.01% 917
2023
Q2 		$1.28M Sell
59,994
-582,059
-91% -$12.5M 0.01% 848
2023
Q1 		$14M Sell
642,053
-59,743
-9% -$1.29M 0.03% 302
2022
Q4 		$14.8M Sell
701,796
-58,761
-8% -$1.24M 0.09% 203
2022
Q3 		$16.3M Sell
760,557
-145,286
-16% -$3.3M 0.2% 103
2022
Q2 		$20.6M Buy
+905,843
New +$21M 0.23% 94

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Cerity Partners's DEED Position: Q2 2024 in Review

Cerity Partners sold out of First Trust Securitized Plus ETF (DEED) in Q2 2024, closing a stake of 12,997 shares — an estimated $269K sold.

Cerity Partners first reported a position in DEED in Q2 2022 and held it in 8 quarters. The position peaked at $20.6M in Q2 2022. 38 funds tracked by Wall St. Rank hold DEED as of Q2 2024.

  • Cerity Partners reported no remaining First Trust Securitized Plus ETF position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 12,997 First Trust Securitized Plus ETF shares in Q2 2024, an estimated $269K.
  • Cerity Partners first reported a position in First Trust Securitized Plus ETF in Q2 2022 and held it in 8 quarters.
  • Cerity Partners's First Trust Securitized Plus ETF position peaked at $20.6M in Q2 2022.
  • 38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.