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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return