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 $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 $360M AUM 17.55% 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 $273M AUM 24.87% 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 $935M AUM 27.19% 1-Year Est. Return