Insigneo Advisory Services’s First Trust Securitized Plus ETF DEED Stock Holding History

Insigneo Advisory Services’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	$571K	Hold	26,700	–	–	0.02%	452
2026 Q1	$570K	Sell	26,700 -1,000	-4%	-$21.6K	0.04%	345
2025 Q4	$598K	Sell	27,700 -4,200	-13%	-$90.5K	0.04%	324
2025 Q3	$682K	Sell	31,900 -600	-2%	-$12.7K	0.05%	283
2025 Q2	$687K	Sell	32,500 -780	-2%	-$16.3K	0.06%	257
2025 Q1	$704K	Hold	33,280	–	–	0.07%	224
2024 Q4	$688K	Buy	33,280 +3,899	+13%	+$81.9K	0.07%	225
2024 Q3	$639K	Hold	29,381	–	–	0.06%	264
2024 Q2	$632K	Buy	+29,381	New	+$602K	0.07%	244

Other funds holding DEED

GWM

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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 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

Insigneo Advisory Services's DEED Position: Q2 2026 in Review

Insigneo Advisory Services held its First Trust Securitized Plus ETF (DEED) position steady in Q2 2026 at 26,700 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #452.

Insigneo Advisory Services first reported a position in DEED in Q2 2024 and has held it in 9 quarters since. The position peaked at $704K in Q1 2025. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Insigneo Advisory Services held 26,700 shares of First Trust Securitized Plus ETF worth $571K as of Q2 2026.
Insigneo Advisory Services left its First Trust Securitized Plus ETF share count unchanged in Q2 2026.
First Trust Securitized Plus ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #452 holding.
Insigneo Advisory Services first reported a position in First Trust Securitized Plus ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's First Trust Securitized Plus ETF position peaked at $704K in Q1 2025.
34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.