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

Darwin Wealth Management’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
2026
Q2 		$147K Buy
6,874
+68
+1% +$1.45K 0.04% 155
2026
Q1 		$145K Buy
6,806
+23
+0.3% +$498 0.05% 152
2025
Q4 		$147K Buy
6,783
+8
+0.1% +$172 0.05% 146
2025
Q3 		$145K Buy
6,775
+27
+0.4% +$572 0.05% 147
2025
Q2 		$143K Sell
6,748
-1,867
-22% -$39.1K 0.05% 141
2025
Q1 		$178K Hold
8,615
– – 0.06% 136
2024
Q4 		$178K Sell
8,615
-1,084
-11% -$22.8K 0.06% 136
2024
Q3 		$211K Sell
9,699
-8,320
-46% -$177K 0.06% 140
2024
Q2 		$372K Sell
18,019
-533,175
-97% -$10.9M 0.18% 56
2024
Q1 		$11.4M Sell
551,194
-18,448
-3% -$383K 3.18% 7
2023
Q4 		$12.1M Sell
569,642
-37,346
-6% -$754K 3.24% 6
2023
Q3 		$12.1M Sell
606,988
-8,029
-1% -$167K 3.26% 6
2023
Q2 		$12.9M Buy
615,017
+6,897
+1% +$149K 3.32% 5
2023
Q1 		$13.1M Buy
608,120
+165,975
+38% +$3.58M 3.55% 5
2022
Q4 		$9.7M Sell
442,145
-266,407
-38% -$5.63M 2.5% 13
2022
Q3 		$14.8M Sell
708,552
-39,718
-5% -$902K 3.71% 7
2022
Q2 		$17.4M Buy
748,270
+94,724
+14% +$2.2M 3.51% 8
2022
Q1 		$15.8M Buy
653,546
+6,759
+1% +$169K 2.59% 10
2021
Q4 		$16.4M Buy
646,787
+362,361
+127% +$9.36M 2.58% 9
2021
Q3 		$7.38M Sell
284,426
-2,283
-0.8% -$59.4K 1.18% 21
2021
Q2 		$7.44M Buy
286,709
+1,075
+0.4% +$27.9K 1.21% 19
2021
Q1 		$7.35M Buy
+285,634
New +$7.38M 1.28% 21

Other funds holding DEED

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Strategic Financial Partners
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Darwin Wealth Management's DEED Position: Q2 2026 in Review

Darwin Wealth Management increased its First Trust Securitized Plus ETF (DEED) stake by 1% in Q2 2026, buying an estimated $1.45K and bringing the position to 6,874 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #155.

Darwin Wealth Management first reported a position in DEED in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.4M in Q2 2022. 33 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Darwin Wealth Management held 6,874 shares of First Trust Securitized Plus ETF worth $147K as of Q2 2026.
  • Darwin Wealth Management bought 68 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $1.45K.
  • First Trust Securitized Plus ETF made up 0.04% of Darwin Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Darwin Wealth Management first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 22 quarters since.
  • Darwin Wealth Management's First Trust Securitized Plus ETF position peaked at $17.4M in Q2 2022.
  • 33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.