IFP Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,179
| Closed | -$30K | – | 3603 |
|
2022
Q4 | $30K | Sell |
1,179
-3,697
| -76% | -$94.1K | ﹤0.01% | 2581 |
|
2022
Q3 | $122K | Buy |
4,876
+2,988
| +158% | +$74.8K | ﹤0.01% | 1714 |
|
2022
Q2 | $48K | Hold |
1,888
| – | – | ﹤0.01% | 2196 |
|
2022
Q1 | $48K | Sell |
1,888
-5,812
| -75% | -$148K | ﹤0.01% | 2196 |
|
2021
Q4 | $198K | Hold |
7,700
| – | – | ﹤0.01% | 940 |
|
2021
Q3 | $200K | Buy |
+7,700
| New | +$200K | ﹤0.01% | 916 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3329 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3249 |
|