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 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

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $152M AUM 29.38% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Strategic Financial Partners Bend, Oregon $232M AUM 15.32% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return