First Heartland Consultants’s First Trust Securitized Plus ETF DEED Stock Holding History

First Heartland Consultants’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	-9,377	Closed	-$226K	–	357
2022 Q1	$226K	Sell	9,377 -30,482	-76%	-$760K	0.04%	309
2021 Q4	$1.02K	Sell	39,859 -184,441	-82%	-$4.76M	0.04%	117
2021 Q3	$5.82M	Sell	224,300 -199,119	-47%	-$5.18M	0.89%	25
2021 Q2	$11M	Buy	423,419 +229,922	+119%	+$5.96M	1.66%	12
2021 Q1	$4.98M	Buy	+193,497	New	+$5M	0.79%	36

Other funds holding DEED

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

Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

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

First Heartland Consultants's DEED Position: Q2 2022 in Review

First Heartland Consultants sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 9,377 shares — an estimated $226K sold.

First Heartland Consultants first reported a position in DEED in Q1 2021 and held it in 5 quarters. The position peaked at $11M in Q2 2021. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

First Heartland Consultants reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 9,377 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $226K.
First Heartland Consultants first reported a position in First Trust Securitized Plus ETF in Q1 2021 and held it in 5 quarters.
First Heartland Consultants's First Trust Securitized Plus ETF position peaked at $11M in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.