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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
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 $1.66B AUM 18.11% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's DEED Position: Q1 2026 in Review

GeoWealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2026, closing a stake of 36,134 shares — an estimated $780K sold.

GeoWealth Management first reported a position in DEED in Q3 2021 and held it in 15 quarters. The position peaked at $3.03M in Q4 2021. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2026.

  • GeoWealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 36,134 First Trust Securitized Plus ETF shares in Q1 2026, an estimated $780K.
  • GeoWealth Management first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 15 quarters.
  • GeoWealth Management's First Trust Securitized Plus ETF position peaked at $3.03M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.