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Integrated Wealth Concepts’s First Trust Securitized Plus ETF DEED Stock Holding History

Integrated Wealth Concepts’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
2022
Q2 		– Sell
-10,229
Closed -$247K – 994
2022
Q1 		$247K Buy
+10,229
New +$255K 0.01% 808

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WCFA
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CAG
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Victory Capital Management
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Jane Street
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UWM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts's DEED Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of First Trust Securitized Plus ETF (DEED) in Q2 2022, closing a stake of 10,229 shares — an estimated $247K sold.

Integrated Wealth Concepts first reported a position in DEED in Q1 2022 and held it in 1 quarter. The position peaked at $247K in Q1 2022. 73 funds tracked by Wall St. Rank hold DEED as of Q2 2022.

  • Integrated Wealth Concepts reported no remaining First Trust Securitized Plus ETF position as of Q2 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,229 First Trust Securitized Plus ETF shares in Q2 2022, an estimated $247K.
  • Integrated Wealth Concepts first reported a position in First Trust Securitized Plus ETF in Q1 2022 and held it in 1 quarter.
  • Integrated Wealth Concepts's First Trust Securitized Plus ETF position peaked at $247K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.