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

GeoWealth 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 		$106K Buy
+4,963
New +$106K ﹤0.01% 833
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

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
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

GeoWealth Management's DEED Position: Q2 2026 in Review

GeoWealth Management opened a new position in First Trust Securitized Plus ETF (DEED) in Q2 2026: 4,963 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in DEED as recently as Q4 2025.

GeoWealth Management first reported a position in DEED in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.03M in Q4 2021. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • GeoWealth Management held 4,963 shares of First Trust Securitized Plus ETF worth $106K as of Q2 2026.
  • First Trust Securitized Plus ETF was a new GeoWealth Management position in Q2 2026.
  • First Trust Securitized Plus ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #833 holding.
  • GeoWealth Management first reported a position in First Trust Securitized Plus ETF in Q3 2021 and has held it in 16 quarters since.
  • GeoWealth Management's First Trust Securitized Plus ETF position peaked at $3.03M in Q4 2021.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.