Milestones Private Investment Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Milestones Private Investment Advisors’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	$2.11M	Buy	98,676 +1,191	+1%	+$25.4K	1.68%	17
2026 Q1	$2.08M	Buy	97,485 +4,213	+5%	+$91.2K	1.83%	22
2025 Q4	$2.01M	Buy	93,272 +21,623	+30%	+$466K	1.39%	26
2025 Q3	$1.53M	Buy	71,649 +605	+0.9%	+$12.8K	1.05%	31
2025 Q2	$1.5M	Buy	+71,044	New	+$1.49M	1.11%	29

Other funds holding DEED

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Milestones Private Investment Advisors's DEED Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Securitized Plus ETF (DEED) stake by 1.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 98,676 shares worth $2.11M. The position accounts for 1.68% of the portfolio, ranked #17.

Milestones Private Investment Advisors first reported a position in DEED in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

Milestones Private Investment Advisors held 98,676 shares of First Trust Securitized Plus ETF worth $2.11M as of Q2 2026.
Milestones Private Investment Advisors bought 1,191 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $25.4K.
First Trust Securitized Plus ETF made up 1.68% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #17 holding.
Milestones Private Investment Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.