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 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

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

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

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

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

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return