Guided Capital Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Guided Capital Wealth 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	$8.51M	Sell	398,039 -24,541	-6%	-$524K	4.98%	8
2026 Q1	$9.01M	Sell	422,580 -2,857	-0.7%	-$61.8K	5.95%	4
2025 Q4	$9.19M	Buy	425,437 +90,756	+27%	+$1.96M	6.44%	4
2025 Q3	$7.16M	Buy	334,681 +25,416	+8%	+$539K	6.13%	7
2025 Q2	$6.54M	Sell	309,265 -10,880	-3%	-$228K	5.04%	10
2025 Q1	$6.77M	Buy	320,145 +19,606	+7%	+$410K	5.65%	6
2024 Q4	$6.22M	Buy	+300,539	New	+$6.32M	5.7%	5

Other funds holding DEED

GWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Guided Capital Wealth Management's DEED Position: Q2 2026 in Review

Guided Capital Wealth Management reduced its First Trust Securitized Plus ETF (DEED) stake by 5.8% in Q2 2026, selling an estimated $524K and leaving 398,039 shares worth $8.51M. The position accounts for 4.98% of the portfolio, ranked #8.

Guided Capital Wealth Management first reported a position in DEED in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.19M in Q4 2025. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Guided Capital Wealth Management held 398,039 shares of First Trust Securitized Plus ETF worth $8.51M as of Q2 2026.
Guided Capital Wealth Management sold 24,541 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $524K.
First Trust Securitized Plus ETF made up 4.98% of Guided Capital Wealth Management's portfolio in Q2 2026, its #8 holding.
Guided Capital Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2024 and has held it in 7 quarters since.
Guided Capital Wealth Management's First Trust Securitized Plus ETF position peaked at $9.19M in Q4 2025.
34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.