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

Modern 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
2026 Q1	–	Sell	-10,278	Closed	-$222K	–	900
2025 Q4	$222K	Sell	10,278 -4,405	-30%	-$94.9K	﹤0.01%	781
2025 Q3	$314K	Sell	14,683 -5,291	-26%	-$112K	0.01%	628
2025 Q2	$422K	Sell	19,974 -48	-0.2%	-$1.01K	0.01%	521
2025 Q1	$423K	Sell	20,022 -322	-2%	-$6.74K	0.01%	450
2024 Q4	$421K	Sell	20,344 -240	-1%	-$5.04K	0.02%	389
2024 Q3	$448K	Buy	20,584 +500	+2%	+$10.7K	0.03%	266
2024 Q2	$414K	Sell	20,084 -778	-4%	-$15.9K	0.03%	256
2024 Q1	$432K	Sell	20,862 -126	-0.6%	-$2.62K	0.04%	187
2023 Q4	$445K	Buy	+20,988	New	+$424K	0.06%	101

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 $777B AUM 61.18% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $893B AUM 36.07% 1-Year Est. Return