Modern Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
19,974
-48
| -0.2% | -$1.02K | 0.01% | 508 |
|
|
2025
Q1 | $423K | Sell |
20,022
-322
| -2% | -$6.81K | 0.01% | 449 |
|
|
2024
Q4 | $421K | Sell |
20,344
-240
| -1% | -$4.96K | 0.02% | 389 |
|
|
2024
Q3 | $448K | Buy |
20,584
+500
| +2% | +$10.9K | 0.03% | 266 |
|
|
2024
Q2 | $414K | Sell |
20,084
-778
| -4% | -$16.1K | 0.03% | 256 |
|
|
2024
Q1 | $432K | Sell |
20,862
-126
| -0.6% | -$2.61K | 0.04% | 187 |
|
|
2023
Q4 | $445K | Buy |
+20,988
| New | +$445K | 0.06% | 101 |
|