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Coppell Advisory Solutions Corp’s First Trust Securitized Plus ETF DEED Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-82
Closed -$1.73K – 406
2022
Q4 		$1.73K Buy
+82
New +$1.73K ﹤0.01% 882

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WCFA
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M1FG
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Victory Capital Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

Coppell Advisory Solutions Corp's DEED Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 82 shares — an estimated $1.73K sold.

Coppell Advisory Solutions Corp first reported a position in DEED in Q4 2022 and held it in 1 quarter. The position peaked at $1.73K in Q4 2022. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 82 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $1.73K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Securitized Plus ETF position peaked at $1.73K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.