CAMG
DEED icon

CWA Asset Management Group’s First Trust Securitized Plus ETF DEED Stock Holding History

CWA Asset Management 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
2021
Q3 		– Sell
-25,000
Closed -$648K – 290
2021
Q2 		$648K Buy
+25,000
New +$648K 0.05% 157

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 $2.7B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWA Asset Management Group's DEED Position: Q3 2021 in Review

CWA Asset Management Group sold out of First Trust Securitized Plus ETF (DEED) in Q3 2021, closing a stake of 25,000 shares — an estimated $648K sold.

CWA Asset Management Group first reported a position in DEED in Q2 2021 and held it in 1 quarter. The position peaked at $648K in Q2 2021. 62 funds tracked by Wall St. Rank hold DEED as of Q3 2021.

  • CWA Asset Management Group reported no remaining First Trust Securitized Plus ETF position as of Q3 2021 after selling out during the quarter.
  • CWA Asset Management Group sold 25,000 First Trust Securitized Plus ETF shares in Q3 2021, an estimated $648K.
  • CWA Asset Management Group first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 1 quarter.
  • CWA Asset Management Group's First Trust Securitized Plus ETF position peaked at $648K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2021.

Based on CWA Asset Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.