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Credit Suisse’s First Trust Securitized Plus ETF DEED Stock Holding History

Credit Suisse’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
2021
Q2 		– Sell
-83,703
Closed -$2.15M – 4480
2021
Q1 		$2.15M Sell
83,703
-43,928
-34% -$1.14M ﹤0.01% 2759
2020
Q4 		$3.29M Sell
127,631
-72,369
-36% -$1.88M ﹤0.01% 2428
2020
Q3 		$5.18M Hold
200,000
– – ﹤0.01% 1773
2020
Q2 		$5.12M Buy
+200,000
New +$5.08M ﹤0.01% 1688

Other funds holding DEED

PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Credit Suisse's DEED Position: Q2 2021 in Review

Credit Suisse sold out of First Trust Securitized Plus ETF (DEED) in Q2 2021, closing a stake of 83,703 shares — an estimated $2.15M sold.

Credit Suisse first reported a position in DEED in Q2 2020 and held it in 4 quarters. The position peaked at $5.18M in Q3 2020. 48 funds tracked by Wall St. Rank hold DEED as of Q2 2021.

  • Credit Suisse reported no remaining First Trust Securitized Plus ETF position as of Q2 2021 after selling out during the quarter.
  • Credit Suisse sold 83,703 First Trust Securitized Plus ETF shares in Q2 2021, an estimated $2.15M.
  • Credit Suisse first reported a position in First Trust Securitized Plus ETF in Q2 2020 and held it in 4 quarters.
  • Credit Suisse's First Trust Securitized Plus ETF position peaked at $5.18M in Q3 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2021.

Based on Credit Suisse's 13F filing for Q2 2021, filed 16 Aug 2021.