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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
2026
Q2 		$160 Buy
+8
New +$171 ﹤0.01% 5771
2022
Q2 		– Sell
-10,229
Closed -$247K – 994
2022
Q1 		$247K Buy
+10,229
New +$255K 0.01% 808

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VT
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's DEED Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Securitized Plus ETF (DEED) in Q2 2026: 8 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #5771 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DEED as recently as Q1 2022.

Integrated Wealth Concepts first reported a position in DEED in Q1 2022 and has held it in 2 quarters since. The position peaked at $247K in Q1 2022. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Integrated Wealth Concepts held 8 shares of First Trust Securitized Plus ETF worth $160 as of Q2 2026.
  • First Trust Securitized Plus ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust Securitized Plus ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5771 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Securitized Plus ETF in Q1 2022 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's First Trust Securitized Plus ETF position peaked at $247K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.