CPIG
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Chicago Partners Investment Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Chicago Partners Investment Group’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
2025
Q2 		– Sell
-22,493
Closed -$473K – 1103
2025
Q1 		$473K Sell
22,493
-6,784
-23% -$142K 0.02% 537
2024
Q4 		$602K Sell
29,277
-29,684
-50% -$624K 0.02% 454
2024
Q3 		$1.24M Buy
58,961
+507
+0.9% +$10.8K 0.04% 295
2024
Q2 		$1.23M Buy
58,454
+524
+0.9% +$10.7K 0.05% 288
2024
Q1 		$1.16M Buy
57,930
+532
+0.9% +$11K 0.05% 290
2023
Q4 		$1.18M Buy
57,398
+517
+0.9% +$10.4K 0.05% 276
2023
Q3 		$1.11M Buy
56,881
+336
+0.6% +$6.97K 0.06% 270
2023
Q2 		$1.18M Buy
56,545
+2,630
+5% +$56.7K 0.06% 267
2023
Q1 		$1.16M Buy
53,915
+241
+0.4% +$5.2K 0.07% 243
2022
Q4 		$1.17M Buy
53,674
+172
+0.3% +$3.64K 0.07% 243
2022
Q3 		$1.1M Buy
53,502
+231
+0.4% +$5.25K 0.08% 225
2022
Q2 		$1.25M Buy
53,271
+67
+0.1% +$1.55K 0.09% 198
2022
Q1 		$1.24M Sell
53,204
-31
-0.1% -$773 0.09% 183
2021
Q4 		$1.32M Buy
53,235
+72
+0.1% +$1.86K 0.09% 182
2021
Q3 		$1.37M Buy
53,163
+4,947
+10% +$129K 0.1% 181
2021
Q2 		$1.25M Buy
+48,216
New +$1.25M 0.09% 181

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chicago Partners Investment Group's DEED Position: Q2 2025 in Review

Chicago Partners Investment Group sold out of First Trust Securitized Plus ETF (DEED) in Q2 2025, closing a stake of 22,493 shares — an estimated $473K sold.

Chicago Partners Investment Group first reported a position in DEED in Q2 2021 and held it in 16 quarters. The position peaked at $1.37M in Q3 2021. 38 funds tracked by Wall St. Rank hold DEED as of Q2 2025.

  • Chicago Partners Investment Group reported no remaining First Trust Securitized Plus ETF position as of Q2 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 22,493 First Trust Securitized Plus ETF shares in Q2 2025, an estimated $473K.
  • Chicago Partners Investment Group first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 16 quarters.
  • Chicago Partners Investment Group's First Trust Securitized Plus ETF position peaked at $1.37M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2025.

Based on Chicago Partners Investment Group's 13F filing for Q2 2025, filed 29 Jul 2025.