GeoWealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-36,134
Closed -$780K 865
2025
Q4
$780K Buy
+36,134
New +$779K 0.03% 335
2025
Q1
Sell
-4,815
Closed -$99.6K 1241
2024
Q4
$99.6K Sell
4,815
-1,083
-18% -$22.8K ﹤0.01% 968
2024
Q3
$128K Sell
5,898
-10,157
-63% -$217K ﹤0.01% 835
2024
Q2
$331K Sell
16,055
-4,379
-21% -$89.7K 0.01% 551
2024
Q1
$423K Sell
20,434
-12,260
-37% -$255K 0.02% 484
2023
Q4
$693K Sell
32,694
-12,872
-28% -$260K 0.06% 267
2023
Q3
$910K Buy
45,566
+5,988
+15% +$124K 0.1% 152
2023
Q2
$846K Buy
39,578
+4,099
+12% +$88.3K 0.09% 129
2023
Q1
$768K Sell
35,479
-19,898
-36% -$430K 0.09% 109
2022
Q4
$1.17M Sell
55,377
-74,524
-57% -$1.58M 0.12% 104
2022
Q3
$2.79M Buy
129,901
+7,326
+6% +$166K 0.3% 68
2022
Q2
$2.79M Buy
122,575
+3,096
+3% +$71.8K 0.37% 61
2022
Q1
$2.88M Buy
119,479
+1,456
+1% +$36.3K 0.25% 90
2021
Q4
$3.03M Buy
118,023
+85,066
+258% +$2.2M 0.25% 84
2021
Q3
$854K Buy
+32,957
New +$857K 0.07% 168

Other funds holding DEED