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IFP Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-1,179
Closed -$30K – 3603
2022
Q4 		$30K Sell
1,179
-3,697
-76% -$78.2K ﹤0.01% 2581
2022
Q3 		$122K Buy
4,876
+2,988
+158% +$67.8K ﹤0.01% 1713
2022
Q2 		$48K Hold
1,888
– – ﹤0.01% 2195
2022
Q1 		$48K Sell
1,888
-5,812
-75% -$145K ﹤0.01% 2195
2021
Q4 		$198K Hold
7,700
– – ﹤0.01% 953
2021
Q3 		$200K Buy
+7,700
New +$200K ﹤0.01% 950

Other funds holding DEED

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

IFP Advisors's DEED Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q1 2023, closing a stake of 1,179 shares — an estimated $30K sold.

IFP Advisors first reported a position in DEED in Q3 2021 and held it in 6 quarters. The position peaked at $200K in Q3 2021. 52 funds tracked by Wall St. Rank hold DEED as of Q1 2023.

  • IFP Advisors reported no remaining First Trust Securitized Plus ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,179 First Trust Securitized Plus ETF shares in Q1 2023, an estimated $30K.
  • IFP Advisors first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 6 quarters.
  • IFP Advisors's First Trust Securitized Plus ETF position peaked at $200K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.