EWM
DEED icon

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

Endurance 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
2022
Q4 		– Sell
-2,410
Closed -$52K – 637
2022
Q3 		$52K Buy
+2,410
New +$54.7K 0.01% 320

Other funds holding DEED

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Endurance Wealth Management's DEED Position: Q4 2022 in Review

Endurance Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q4 2022, closing a stake of 2,410 shares — an estimated $52K sold.

Endurance Wealth Management first reported a position in DEED in Q3 2022 and held it in 1 quarter. The position peaked at $52K in Q3 2022. 65 funds tracked by Wall St. Rank hold DEED as of Q4 2022.

  • Endurance Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q4 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 2,410 First Trust Securitized Plus ETF shares in Q4 2022, an estimated $52K.
  • Endurance Wealth Management first reported a position in First Trust Securitized Plus ETF in Q3 2022 and held it in 1 quarter.
  • Endurance Wealth Management's First Trust Securitized Plus ETF position peaked at $52K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.