FH
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FWG Holdings’s First Trust Securitized Plus ETF DEED Stock Holding History

FWG Holdings’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
2021
Q4 		– Sell
-24,646
Closed -$639K – 96
2021
Q3 		$639K Sell
24,646
-7,172
-23% -$187K 0.55% 32
2021
Q2 		$825K Buy
+31,818
New +$825K 0.74% 22

Other funds holding DEED

PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

FWG Holdings's DEED Position: Q4 2021 in Review

FWG Holdings sold out of First Trust Securitized Plus ETF (DEED) in Q4 2021, closing a stake of 24,646 shares — an estimated $639K sold.

FWG Holdings first reported a position in DEED in Q2 2021 and held it in 2 quarters. The position peaked at $825K in Q2 2021. 63 funds tracked by Wall St. Rank hold DEED as of Q4 2021.

  • FWG Holdings reported no remaining First Trust Securitized Plus ETF position as of Q4 2021 after selling out during the quarter.
  • FWG Holdings sold 24,646 First Trust Securitized Plus ETF shares in Q4 2021, an estimated $639K.
  • FWG Holdings first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 2 quarters.
  • FWG Holdings's First Trust Securitized Plus ETF position peaked at $825K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2021.

Based on FWG Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.