ICA Group Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

ICA Group 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
2024 Q1	–	Sell	-3,982	Closed	-$84.5K	–	1366
2023 Q4	$84.5K	Buy	+3,982	New	+$80.4K	0.02%	395
2023 Q3	–	Sell	-6,793	Closed	-$145K	–	441
2023 Q2	$145K	Hold	6,793	–	–	0.04%	270
2023 Q1	$148K	Sell	6,793 -650	-9%	-$14K	0.04%	275
2022 Q4	$157K	Sell	7,443 -5,044	-40%	-$107K	0.04%	290
2022 Q3	$268K	Hold	12,487	–	–	0.06%	282
2022 Q2	$288K	Hold	12,487	–	–	0.05%	293
2022 Q1	$289K	Buy	+12,487	New	+$311K	0.05%	290

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

ICA Group Wealth Management's DEED Position: Q1 2024 in Review

ICA Group Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2024, closing a stake of 3,982 shares — an estimated $84.5K sold.

ICA Group Wealth Management first reported a position in DEED in Q1 2022 and held it in 7 quarters. The position peaked at $289K in Q1 2022. 33 funds tracked by Wall St. Rank hold DEED as of Q1 2024.

ICA Group Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 3,982 First Trust Securitized Plus ETF shares in Q1 2024, an estimated $84.5K.
ICA Group Wealth Management first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 7 quarters.
ICA Group Wealth Management's First Trust Securitized Plus ETF position peaked at $289K in Q1 2022.
33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.