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Drake & Associates’s First Trust Securitized Plus ETF DEED Stock Holding History

Drake & Associates’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
-10,723
Closed -$226K – 74
2022
Q4 		$226K Sell
10,723
-542,266
-98% -$11.5M 0.12% 67
2022
Q3 		$11.9M Buy
552,989
+25,817
+5% +$586K 6.76% 5
2022
Q2 		$12M Buy
+527,172
New +$12.2M 6.78% 5

Other funds holding DEED

Cerity Partners
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
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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

Drake & Associates's DEED Position: Q1 2023 in Review

Drake & Associates sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 10,723 shares — an estimated $226K sold.

Drake & Associates first reported a position in DEED in Q2 2022 and held it in 3 quarters. The position peaked at $12M in Q2 2022. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

  • Drake & Associates reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
  • Drake & Associates sold 10,723 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $226K.
  • Drake & Associates first reported a position in First Trust Securitized Plus ETF in Q2 2022 and held it in 3 quarters.
  • Drake & Associates's First Trust Securitized Plus ETF position peaked at $12M in Q2 2022.
  • 52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on Drake & Associates's 13F filing for Q1 2023, filed 10 Apr 2023.