LPL Financial
DEED icon

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
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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LPL Financial's DEED Position: Q2 2026 in Review

LPL Financial reduced its First Trust Securitized Plus ETF (DEED) stake by 9% in Q2 2026, selling an estimated $169K and leaving 79,889 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

LPL Financial first reported a position in DEED in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.9M in Q3 2021. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • LPL Financial held 79,889 shares of First Trust Securitized Plus ETF worth $1.71M as of Q2 2026.
  • LPL Financial sold 7,902 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $169K.
  • First Trust Securitized Plus ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3923 holding.
  • LPL Financial first reported a position in First Trust Securitized Plus ETF in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's First Trust Securitized Plus ETF position peaked at $16.9M in Q3 2021.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.