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Guardian Wealth Advisors (North Carolina)’s First Trust Securitized Plus ETF DEED Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-3,043
Closed -$63K – 442
2024
Q1 		$63K Sell
3,043
-2,859
-48% -$59.4K 0.01% 303
2023
Q4 		$125K Hold
5,902
– – 0.02% 260
2023
Q3 		$118K Sell
5,902
-1,619
-22% -$33.6K 0.02% 255
2023
Q2 		$161K Sell
7,521
-235
-3% -$5.06K 0.03% 234
2023
Q1 		$168K Sell
7,756
-961
-11% -$20.8K 0.03% 221
2022
Q4 		$184K Sell
8,717
-109
-1% -$2.31K 0.04% 202
2022
Q3 		$189K Hold
8,826
– – 0.04% 190
2022
Q2 		$201K Sell
8,826
-742
-8% -$17.2K 0.04% 185
2022
Q1 		$231K Sell
9,568
-4,817
-33% -$120K 0.1% 152
2021
Q4 		$370K Buy
+14,385
New +$371K 0.16% 111

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DEED Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Securitized Plus ETF (DEED) in Q2 2024, closing a stake of 3,043 shares — an estimated $63K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DEED in Q4 2021 and held it in 10 quarters. The position peaked at $370K in Q4 2021. 38 funds tracked by Wall St. Rank hold DEED as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Securitized Plus ETF position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,043 First Trust Securitized Plus ETF shares in Q2 2024, an estimated $63K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Securitized Plus ETF in Q4 2021 and held it in 10 quarters.
  • Guardian Wealth Advisors (North Carolina)'s First Trust Securitized Plus ETF position peaked at $370K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.