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Elevated Capital Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Elevated Capital Advisors’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
2024
Q3 		– Sell
-133,159
Closed -$2.75M – 268
2024
Q2 		$2.75M Sell
133,159
-6,077
-4% -$124K 0.77% 35
2024
Q1 		$2.88M Buy
139,236
+51,232
+58% +$1.06M 0.83% 36
2023
Q4 		$1.87M Buy
88,004
+7,198
+9% +$145K 0.58% 54
2023
Q3 		$1.61M Buy
80,806
+2,942
+4% +$61.1K 0.55% 62
2023
Q2 		$1.66M Buy
77,864
+18,931
+32% +$408K 0.55% 66
2023
Q1 		$1.28M Buy
+58,933
New +$1.27M 0.46% 81

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Elevated Capital Advisors's DEED Position: Q3 2024 in Review

Elevated Capital Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q3 2024, closing a stake of 133,159 shares — an estimated $2.75M sold.

Elevated Capital Advisors first reported a position in DEED in Q1 2023 and held it in 6 quarters. The position peaked at $2.88M in Q1 2024. 31 funds tracked by Wall St. Rank hold DEED as of Q3 2024.

  • Elevated Capital Advisors reported no remaining First Trust Securitized Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 133,159 First Trust Securitized Plus ETF shares in Q3 2024, an estimated $2.75M.
  • Elevated Capital Advisors first reported a position in First Trust Securitized Plus ETF in Q1 2023 and held it in 6 quarters.
  • Elevated Capital Advisors's First Trust Securitized Plus ETF position peaked at $2.88M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2024.

Based on Elevated Capital Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.