Financial Advocates Investment Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-8,559	Closed	-$207K	–	710
2022 Q1	$207K	Sell	8,559 -98,445	-92%	-$2.46M	0.01%	678
2021 Q4	$2.75M	Buy	107,004 +2,086	+2%	+$53.9K	0.17%	139
2021 Q3	$2.72M	Buy	104,918 +18,548	+21%	+$482K	0.18%	134
2021 Q2	$2.24M	Buy	+86,370	New	+$2.24M	0.15%	163

Other funds holding DEED

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's DEED Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 8,559 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in DEED in Q2 2021 and held it in 4 quarters. The position peaked at $2.75M in Q4 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

Financial Advocates Investment Management reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 8,559 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $207K.
Financial Advocates Investment Management first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 4 quarters.
Financial Advocates Investment Management's First Trust Securitized Plus ETF position peaked at $2.75M in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.