Global Retirement Partners’s First Trust Securitized Plus ETF DEED Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-9	Closed	-$184	–	3405
2023 Q4	$184	Hold	9	–	–	﹤0.01%	3234
2023 Q3	$172	Hold	9	–	–	﹤0.01%	3130
2023 Q2	$182	Sell	9 -38	-81%	-$819	﹤0.01%	3098
2023 Q1	$1.04K	Sell	47 -79	-63%	-$1.71K	﹤0.01%	2722
2022 Q4	$2.65K	Buy	126 +1	+0.8%	+$21	﹤0.01%	2258
2022 Q3	$3K	Sell	125 -213	-63%	-$4.84K	﹤0.01%	2085
2022 Q2	$8K	Sell	338 -23	-6%	-$533	﹤0.01%	1718
2022 Q1	$8K	Buy	+361	New	+$9K	﹤0.01%	1700

Other funds holding DEED

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Global Retirement Partners's DEED Position: Q1 2024 in Review

Global Retirement Partners sold out of First Trust Securitized Plus ETF (DEED) in Q1 2024, closing a stake of 9 shares — an estimated $184 sold.

Global Retirement Partners first reported a position in DEED in Q1 2022 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 33 funds tracked by Wall St. Rank hold DEED as of Q1 2024.

Global Retirement Partners reported no remaining First Trust Securitized Plus ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 9 First Trust Securitized Plus ETF shares in Q1 2024, an estimated $184.
Global Retirement Partners first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 8 quarters.
Global Retirement Partners's First Trust Securitized Plus ETF position peaked at $8K in Q2 2022.
33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.