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Legacy CG’s First Trust Securitized Plus ETF DEED Stock Holding History

Legacy CG’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
2025
Q1 		– Sell
-239,234
Closed -$4.95M – 50
2024
Q4 		$4.95M Sell
239,234
-359
-0.1% -$7.54K 1.52% 27
2024
Q3 		$5.21M Buy
239,593
+98
+0% +$2.09K 1.71% 25
2024
Q2 		$4.94M Buy
+239,495
New +$4.9M 1.68% 27

Other funds holding DEED

GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

Legacy CG's DEED Position: Q1 2025 in Review

Legacy CG sold out of First Trust Securitized Plus ETF (DEED) in Q1 2025, closing a stake of 239,234 shares — an estimated $4.95M sold.

Legacy CG first reported a position in DEED in Q2 2024 and held it in 3 quarters. The position peaked at $5.21M in Q3 2024. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2025.

  • Legacy CG reported no remaining First Trust Securitized Plus ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy CG sold 239,234 First Trust Securitized Plus ETF shares in Q1 2025, an estimated $4.95M.
  • Legacy CG first reported a position in First Trust Securitized Plus ETF in Q2 2024 and held it in 3 quarters.
  • Legacy CG's First Trust Securitized Plus ETF position peaked at $5.21M in Q3 2024.
  • 36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2025.

Based on Legacy CG's 13F filing for Q1 2025, filed 24 Apr 2025.