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

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return