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

GDS 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
2026
Q2 		$24.6M Buy
1,149,150
+51,415
+5% +$1.1M 1.17% 31
2026
Q1 		$23.4M Buy
1,097,735
+40,777
+4% +$882K 1.41% 26
2025
Q4 		$22.8M Sell
1,056,958
-23,117
-2% -$498K 1.43% 22
2025
Q3 		$23.1M Buy
1,080,075
+55,709
+5% +$1.18M 1.52% 23
2025
Q2 		$21.7M Buy
1,024,366
+31,741
+3% +$665K 1.58% 19
2025
Q1 		$21M Buy
992,625
+86,699
+10% +$1.82M 1.79% 15
2024
Q4 		$18.7M Buy
905,926
+98,140
+12% +$2.06M 1.71% 19
2024
Q3 		$17.6M Buy
807,786
+91,663
+13% +$1.96M 1.71% 18
2024
Q2 		$14.8M Buy
716,123
+115,259
+19% +$2.36M 1.62% 22
2024
Q1 		$12.4M Buy
600,864
+98,160
+20% +$2.04M 1.46% 29
2023
Q4 		$10.7M Buy
502,704
+55,626
+12% +$1.12M 1.44% 26
2023
Q3 		$8.93M Buy
447,078
+49,355
+12% +$1.02M 1.4% 25
2023
Q2 		$8.49M Buy
397,723
+35,912
+10% +$774K 1.38% 21
2023
Q1 		$7.86M Buy
+361,811
New +$7.81M 1.39% 23

Other funds holding DEED

GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

GDS Wealth Management's DEED Position: Q2 2026 in Review

GDS Wealth Management increased its First Trust Securitized Plus ETF (DEED) stake by 4.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 1,149,150 shares worth $24.6M. The position accounts for 1.17% of the portfolio, ranked #31.

GDS Wealth Management first reported a position in DEED in Q1 2023 and has held it in 14 quarters since. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • GDS Wealth Management held 1,149,150 shares of First Trust Securitized Plus ETF worth $24.6M as of Q2 2026.
  • GDS Wealth Management bought 51,415 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $1.1M.
  • First Trust Securitized Plus ETF made up 1.17% of GDS Wealth Management's portfolio in Q2 2026, its #31 holding.
  • GDS Wealth Management first reported a position in First Trust Securitized Plus ETF in Q1 2023 and has held it in 14 quarters since.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.