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Great Valley Advisor Group’s First Trust Securitized Plus ETF DEED Stock Holding History

Great Valley Advisor Group’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
2023
Q2 		– Sell
-14,535
Closed -$316K – 709
2023
Q1 		$316K Sell
14,535
-120
-0.8% -$2.59K 0.01% 531
2022
Q4 		$309K Hold
14,655
– – 0.02% 534
2022
Q3 		$315K Hold
14,655
– – 0.02% 520
2022
Q2 		$333K Buy
+14,655
New +$340K 0.02% 527

Other funds holding DEED

DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Great Valley Advisor Group's DEED Position: Q2 2023 in Review

Great Valley Advisor Group sold out of First Trust Securitized Plus ETF (DEED) in Q2 2023, closing a stake of 14,535 shares — an estimated $316K sold.

Great Valley Advisor Group first reported a position in DEED in Q2 2022 and held it in 4 quarters. The position peaked at $333K in Q2 2022. 45 funds tracked by Wall St. Rank hold DEED as of Q2 2023.

  • Great Valley Advisor Group reported no remaining First Trust Securitized Plus ETF position as of Q2 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 14,535 First Trust Securitized Plus ETF shares in Q2 2023, an estimated $316K.
  • Great Valley Advisor Group first reported a position in First Trust Securitized Plus ETF in Q2 2022 and held it in 4 quarters.
  • Great Valley Advisor Group's First Trust Securitized Plus ETF position peaked at $333K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2023.

Based on Great Valley Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.