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CreativeOne Wealth’s First Trust Securitized Plus ETF DEED Stock Holding History

CreativeOne Wealth’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
Q3 		– Sell
-14,943
Closed -$319K – 638
2023
Q2 		$319K Buy
14,943
+388
+3% +$8.36K 0.01% 625
2023
Q1 		$316K Buy
14,555
+4,290
+42% +$92.6K 0.02% 618
2022
Q4 		$217K Sell
10,265
-795
-7% -$16.8K 0.01% 674
2022
Q3 		$237K Buy
+11,060
New +$251K 0.01% 622

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 $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

CreativeOne Wealth's DEED Position: Q3 2023 in Review

CreativeOne Wealth sold out of First Trust Securitized Plus ETF (DEED) in Q3 2023, closing a stake of 14,943 shares — an estimated $319K sold.

CreativeOne Wealth first reported a position in DEED in Q3 2022 and held it in 4 quarters. The position peaked at $319K in Q2 2023. 37 funds tracked by Wall St. Rank hold DEED as of Q3 2023.

  • CreativeOne Wealth reported no remaining First Trust Securitized Plus ETF position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 14,943 First Trust Securitized Plus ETF shares in Q3 2023, an estimated $319K.
  • CreativeOne Wealth first reported a position in First Trust Securitized Plus ETF in Q3 2022 and held it in 4 quarters.
  • CreativeOne Wealth's First Trust Securitized Plus ETF position peaked at $319K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.