Csenge Advisory Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Csenge Advisory Group’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	-13,500	Closed	-$285K	–	612
2022 Q4	$285K	Sell	13,500 -257,272	-95%	-$5.44M	0.02%	476
2022 Q3	$5.81M	Buy	270,772 +12,873	+5%	+$292K	0.48%	45
2022 Q2	$5.86M	Buy	257,899 +15,758	+7%	+$365K	0.49%	43
2022 Q1	$5.84M	Buy	242,141 +169,739	+234%	+$4.23M	0.46%	44
2021 Q4	$1.88M	Sell	72,402 -189,045	-72%	-$4.88M	0.17%	108
2021 Q3	$6.77M	Buy	261,447 +189,045	+261%	+$4.92M	0.57%	35
2021 Q2	$1.88M	Buy	72,402 +803	+1%	+$20.8K	0.17%	108
2021 Q1	$1.85M	Buy	+71,599	New	+$1.85M	0.19%	92

Other funds holding DEED

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Csenge Advisory Group's DEED Position: Q1 2023 in Review

Csenge Advisory Group sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 13,500 shares — an estimated $285K sold.

Csenge Advisory Group first reported a position in DEED in Q1 2021 and held it in 8 quarters. The position peaked at $6.77M in Q3 2021. 53 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

Csenge Advisory Group reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
Csenge Advisory Group sold 13,500 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $285K.
Csenge Advisory Group first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 8 quarters.
Csenge Advisory Group's First Trust Securitized Plus ETF position peaked at $6.77M in Q3 2021.
53 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Csenge Advisory Group's 13F filing for Q1 2023, filed 1 May 2023.