LPL Financial
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LPL Financial’s First Trust Securitized Plus ETF DEED Stock Holding History

LPL Financial’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
Q3 		$1.67M Buy
82,337
+2,448
+3% +$51.5K ﹤0.01% 3988
2026
Q2 		$1.71M Sell
79,889
-7,902
-9% -$169K ﹤0.01% 3923
2026
Q1 		$1.87M Sell
87,791
-592
-0.7% -$12.8K ﹤0.01% 3575
2025
Q4 		$1.91M Buy
88,383
+3,728
+4% +$80.3K ﹤0.01% 3456
2025
Q3 		$1.81M Buy
84,655
+12,181
+17% +$258K ﹤0.01% 3407
2025
Q2 		$1.53M Sell
72,474
-7,483
-9% -$157K ﹤0.01% 3370
2025
Q1 		$1.69M Buy
79,957
+6,843
+9% +$143K ﹤0.01% 3105
2024
Q4 		$1.51M Sell
73,114
-1,027
-1% -$21.6K ﹤0.01% 3143
2024
Q3 		$1.61M Sell
74,141
-7,099
-9% -$151K ﹤0.01% 2940
2024
Q2 		$1.68M Sell
81,240
-5,234
-6% -$107K ﹤0.01% 2770
2024
Q1 		$1.79M Buy
86,474
+7,392
+9% +$153K ﹤0.01% 2622
2023
Q4 		$1.68M Buy
79,082
+323
+0.4% +$6.52K ﹤0.01% 2580
2023
Q3 		$1.57M Sell
78,759
-17,740
-18% -$368K ﹤0.01% 2511
2023
Q2 		$2.06M Sell
96,499
-11,918
-11% -$257K ﹤0.01% 2224
2023
Q1 		$2.35M Sell
108,417
-18,312
-14% -$395K ﹤0.01% 2005
2022
Q4 		$2.67M Sell
126,729
-50,385
-28% -$1.07M ﹤0.01% 1856
2022
Q3 		$3.8M Sell
177,114
-134,820
-43% -$3.06M ﹤0.01% 1567
2022
Q2 		$7.09M Sell
311,934
-246,935
-44% -$5.73M 0.01% 1160
2022
Q1 		$13.5M Sell
558,869
-59,499
-10% -$1.48M 0.01% 834
2021
Q4 		$15.9M Sell
618,368
-31,365
-5% -$810K 0.01% 768
2021
Q3 		$16.9M Buy
649,733
+97,162
+18% +$2.53M 0.02% 698
2021
Q2 		$14.3M Buy
552,571
+527,216
+2,079% +$13.7M 0.01% 730
2021
Q1 		$653K Buy
+25,355
New +$655K ﹤0.01% 2793

Other funds holding DEED

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Strategic Financial Partners
Strategic Financial Partners Bend, Oregon $270M AUM 11.71% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

LPL Financial's DEED Position: Q3 2026 in Review

LPL Financial increased its First Trust Securitized Plus ETF (DEED) stake by 3.1% in Q3 2026, buying an estimated $51.5K and bringing the position to 82,337 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

LPL Financial first reported a position in DEED in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.9M in Q3 2021. 27 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

  • LPL Financial held 82,337 shares of First Trust Securitized Plus ETF worth $1.67M as of Q3 2026.
  • LPL Financial bought 2,448 First Trust Securitized Plus ETF shares in Q3 2026, an estimated $51.5K.
  • First Trust Securitized Plus ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3988 holding.
  • LPL Financial first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 23 quarters since.
  • LPL Financial's First Trust Securitized Plus ETF position peaked at $16.9M in Q3 2021.
  • 27 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.