Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Securitized Plus ETF DEED Stock Holding History

Cetera Investment Advisers’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
-10,038
Closed -$208K – 3758
2024
Q1 		$208K Buy
+10,038
New +$208K ﹤0.01% 3325
2023
Q2 		– Sell
-9,398
Closed -$204K – 2221
2023
Q1 		$204K Sell
9,398
-3,147
-25% -$68K ﹤0.01% 1942
2022
Q4 		$265K Sell
12,545
-5,663
-31% -$120K ﹤0.01% 1738
2022
Q3 		$391K Sell
18,208
-7,899
-30% -$179K 0.01% 1115
2022
Q2 		$593K Sell
26,107
-5,453
-17% -$126K 0.01% 1002
2022
Q1 		$762K Buy
31,560
+6,057
+24% +$151K 0.01% 920
2021
Q4 		$655K Buy
25,503
+3,229
+14% +$83.4K 0.01% 1025
2021
Q3 		$578K Sell
22,274
-2,864
-11% -$74.5K 0.01% 1057
2021
Q2 		$652K Buy
+25,138
New +$652K 0.01% 971

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Cetera Investment Advisers's DEED Position: Q2 2024 in Review

Cetera Investment Advisers sold out of First Trust Securitized Plus ETF (DEED) in Q2 2024, closing a stake of 10,038 shares — an estimated $208K sold.

Cetera Investment Advisers first reported a position in DEED in Q2 2021 and held it in 9 quarters. The position peaked at $762K in Q1 2022. 39 funds tracked by Wall St. Rank hold DEED as of Q2 2024.

  • Cetera Investment Advisers reported no remaining First Trust Securitized Plus ETF position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,038 First Trust Securitized Plus ETF shares in Q2 2024, an estimated $208K.
  • Cetera Investment Advisers first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 9 quarters.
  • Cetera Investment Advisers's First Trust Securitized Plus ETF position peaked at $762K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.