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Mattern Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Mattern Wealth Management’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
2022
Q1 		– Sell
-385,207
Closed -$9.9M – 160
2021
Q4 		$9.9M Buy
385,207
+357,725
+1,302% +$9.24M 2.91% 9
2021
Q3 		$713K Buy
+27,482
New +$715K 0.24% 89

Other funds holding DEED

PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

Mattern Wealth Management's DEED Position: Q1 2022 in Review

Mattern Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2022, closing a stake of 385,207 shares — an estimated $9.9M sold.

Mattern Wealth Management first reported a position in DEED in Q3 2021 and held it in 2 quarters. The position peaked at $9.9M in Q4 2021. 77 funds tracked by Wall St. Rank hold DEED as of Q1 2022.

  • Mattern Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 385,207 First Trust Securitized Plus ETF shares in Q1 2022, an estimated $9.9M.
  • Mattern Wealth Management first reported a position in First Trust Securitized Plus ETF in Q3 2021 and held it in 2 quarters.
  • Mattern Wealth Management's First Trust Securitized Plus ETF position peaked at $9.9M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.