Fidelity Investments
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Fidelity Investments’s First Trust Securitized Plus ETF DEED Stock Holding History

Fidelity Investments’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
-1
Closed -$21 – 5536
2024
Q2 		$21 Buy
+1
New +$20 ﹤0.01% 5190
2023
Q2 		– Sell
-1
Closed -$22 – 5410
2023
Q1 		$22 Buy
+1
New +$22 ﹤0.01% 5094
2022
Q2 		– Sell
-160
Closed -$4K – 4994
2022
Q1 		$4K Buy
+160
New +$3.99K ﹤0.01% 4479
2021
Q4 		– Sell
-1
Closed – – 4429
2021
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 4452

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 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 $273M AUM 24.87% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fidelity Investments's DEED Position: Q3 2024 in Review

Fidelity Investments sold out of First Trust Securitized Plus ETF (DEED) in Q3 2024, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in DEED in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 31 funds tracked by Wall St. Rank hold DEED as of Q3 2024.

  • Fidelity Investments reported no remaining First Trust Securitized Plus ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 First Trust Securitized Plus ETF share in Q3 2024, an estimated $21.
  • Fidelity Investments first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 4 quarters.
  • Fidelity Investments's First Trust Securitized Plus ETF position peaked at $4K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.