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

Coppell Advisory Solutions’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 Q1	–	Sell	-2,216	Closed	-$47.8K	–	680
2024 Q4	$47.8K	Hold	2,216	–	–	0.01%	603
2024 Q3	$47.8K	Sell	2,216 -82	-4%	-$1.75K	0.01%	569
2024 Q2	$47.4K	Buy	+2,298	New	+$47.1K	0.01%	511
2023 Q4	$48.7K	Buy	2,298 +2,216	+2,702%	+$44.7K	0.01%	505
2023 Q3	$1.73K	Hold	82	–	–	﹤0.01%	881
2023 Q2	$1.75K	Buy	+82	New	+$1.77K	﹤0.01%	1038
2023 Q1	–	Sell	-82	Closed	-$1.73K	–	406
2022 Q4	$1.73K	Buy	+82	New	+$1.73K	﹤0.01%	882

Other funds holding DEED

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

GCWM

Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

Coppell Advisory Solutions's DEED Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Securitized Plus ETF (DEED) in Q1 2025, closing a stake of 2,216 shares — an estimated $47.8K sold.

Coppell Advisory Solutions first reported a position in DEED in Q4 2022 and held it in 7 quarters. The position peaked at $48.7K in Q4 2023. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Securitized Plus ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,216 First Trust Securitized Plus ETF shares in Q1 2025, an estimated $47.8K.
Coppell Advisory Solutions first reported a position in First Trust Securitized Plus ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Trust Securitized Plus ETF position peaked at $48.7K in Q4 2023.
36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.