Chiron Capital Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Chiron Capital Management’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 Q2	–	Sell	-13,914	Closed	-$302K	–	118
2023 Q1	$302K	Sell	13,914 -248	-2%	-$5.36K	0.21%	88
2022 Q4	$299K	Sell	14,162 -25,987	-65%	-$550K	0.21%	83
2022 Q3	$862K	Sell	40,149 -1,983	-5%	-$45K	0.58%	39
2022 Q2	$958K	Sell	42,132 -3,520	-8%	-$81.6K	0.6%	38
2022 Q1	$1.1M	Buy	45,652 +5,136	+13%	+$128K	0.69%	31
2021 Q4	$1.04M	Buy	40,516 +290	+0.7%	+$7.49K	0.75%	33
2021 Q3	$1.04M	Buy	40,226 +1,793	+5%	+$46.6K	0.76%	33
2021 Q2	$997K	Buy	38,433 +23,913	+165%	+$620K	0.83%	29
2021 Q1	$374K	Buy	+14,520	New	+$375K	0.32%	53

Other funds holding DEED

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Chiron Capital Management's DEED Position: Q2 2023 in Review

Chiron Capital Management sold out of First Trust Securitized Plus ETF (DEED) in Q2 2023, closing a stake of 13,914 shares — an estimated $302K sold.

Chiron Capital Management first reported a position in DEED in Q1 2021 and held it in 9 quarters. The position peaked at $1.1M in Q1 2022. 46 funds tracked by Wall St. Rank hold DEED as of Q2 2023.

Chiron Capital Management reported no remaining First Trust Securitized Plus ETF position as of Q2 2023 after selling out during the quarter.
Chiron Capital Management sold 13,914 First Trust Securitized Plus ETF shares in Q2 2023, an estimated $302K.
Chiron Capital Management first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 9 quarters.
Chiron Capital Management's First Trust Securitized Plus ETF position peaked at $1.1M in Q1 2022.
46 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2023.

Based on Chiron Capital Management's 13F filing for Q2 2023, filed 27 Jul 2023.