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

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

GCWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFP

Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Modern Wealth Management's DEED Position: Q1 2026 in Review

Modern Wealth Management sold out of First Trust Securitized Plus ETF (DEED) in Q1 2026, closing a stake of 10,278 shares — an estimated $222K sold.

Modern Wealth Management first reported a position in DEED in Q4 2023 and held it in 9 quarters. The position peaked at $448K in Q3 2024. 36 funds tracked by Wall St. Rank hold DEED as of Q1 2026.

Modern Wealth Management reported no remaining First Trust Securitized Plus ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 10,278 First Trust Securitized Plus ETF shares in Q1 2026, an estimated $222K.
Modern Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2023 and held it in 9 quarters.
Modern Wealth Management's First Trust Securitized Plus ETF position peaked at $448K in Q3 2024.
36 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.