CWM
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Congress Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Congress Wealth 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
2024
Q3 		– Sell
-15,715
Closed -$324K – 847
2024
Q2 		$324K Buy
+15,715
New +$322K 0.01% 597
2023
Q4 		– Sell
-18,130
Closed -$362K – 618
2023
Q3 		$362K Buy
18,130
+12
+0.1% +$249 0.01% 499
2023
Q2 		$387K Sell
18,118
-451
-2% -$9.72K 0.01% 449
2023
Q1 		$403K Buy
18,569
+10
+0.1% +$216 0.01% 443
2022
Q4 		$391K Buy
+18,559
New +$392K 0.01% 438

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Congress Wealth Management's DEED Position: Q3 2024 in Review

Congress Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q3 2024, closing a stake of 15,715 shares — an estimated $324K sold.

Congress Wealth Management first reported a position in DEED in Q4 2022 and held it in 5 quarters. The position peaked at $403K in Q1 2023. 31 funds tracked by Wall St. Rank hold DEED as of Q3 2024.

  • Congress Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 15,715 First Trust Securitized Plus ETF shares in Q3 2024, an estimated $324K.
  • Congress Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 5 quarters.
  • Congress Wealth Management's First Trust Securitized Plus ETF position peaked at $403K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.