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L.J. Altfest & Co’s First Trust Securitized Plus ETF DEED Stock Holding History

L.J. Altfest & Co’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 		$1.73M Buy
80,692
+3,611
+5% +$77.1K 0.17% 94
2026
Q1 		$1.64M Buy
77,081
+5,863
+8% +$127K 0.18% 101
2025
Q4 		$1.54M Buy
71,218
+1,301
+2% +$28K 0.17% 97
2025
Q3 		$1.49M Buy
69,917
+3,727
+6% +$79K 0.17% 95
2025
Q2 		$1.4M Buy
66,190
+1,349
+2% +$28.3K 0.17% 97
2025
Q1 		$1.37M Sell
64,841
-2,513
-4% -$52.6K 0.17% 95
2024
Q4 		$1.39M Sell
67,354
-953
-1% -$20K 0.18% 90
2024
Q3 		$1.49M Buy
68,307
+1,374
+2% +$29.3K 0.2% 86
2024
Q2 		$1.38M Sell
66,933
-25,392
-28% -$520K 0.19% 86
2024
Q1 		$1.91M Buy
92,325
+24,417
+36% +$507K 0.27% 64
2023
Q4 		$1.44M Buy
67,908
+10,713
+19% +$216K 0.21% 84
2023
Q3 		$1.14M Buy
57,195
+3,920
+7% +$81.4K 0.18% 97
2023
Q2 		$1.14M Buy
53,275
+7,373
+16% +$159K 0.17% 94
2023
Q1 		$997K Sell
45,902
-14,559
-24% -$314K 0.16% 97
2022
Q4 		$1.27M Buy
60,461
+12,256
+25% +$259K 0.21% 77
2022
Q3 		$1.03M Buy
48,205
+4,105
+9% +$93.2K 0.19% 79
2022
Q2 		$1M Buy
44,100
+8,651
+24% +$201K 0.18% 90
2022
Q1 		$856K Buy
35,449
+13,679
+63% +$341K 0.15% 106
2021
Q4 		$559K Buy
21,770
+5,111
+31% +$132K 0.11% 140
2021
Q3 		$432K Buy
16,659
+3,293
+25% +$85.7K 0.09% 158
2021
Q2 		$347K Buy
13,366
+790
+6% +$20.5K 0.07% 189
2021
Q1 		$324K Buy
+12,576
New +$325K 0.08% 197

Other funds holding DEED

GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

L.J. Altfest & Co's DEED Position: Q2 2026 in Review

L.J. Altfest & Co increased its First Trust Securitized Plus ETF (DEED) stake by 4.7% in Q2 2026, buying an estimated $77.1K and bringing the position to 80,692 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #94.

L.J. Altfest & Co first reported a position in DEED in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.91M in Q1 2024. 15 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • L.J. Altfest & Co held 80,692 shares of First Trust Securitized Plus ETF worth $1.73M as of Q2 2026.
  • L.J. Altfest & Co bought 3,611 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $77.1K.
  • First Trust Securitized Plus ETF made up 0.17% of L.J. Altfest & Co's portfolio in Q2 2026, its #94 holding.
  • L.J. Altfest & Co first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 22 quarters since.
  • L.J. Altfest & Co's First Trust Securitized Plus ETF position peaked at $1.91M in Q1 2024.
  • 15 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.