NewEdge Advisors
DEED icon

NewEdge Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

NewEdge 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
Q3 		$2.52M Sell
124,265
-94,967
-43% -$2M 0.01% 1101
2026
Q2 		$4.69M Sell
219,232
-78,458
-26% -$1.68M 0.01% 801
2026
Q1 		$6.35M Sell
297,690
-14,586
-5% -$316K 0.02% 603
2025
Q4 		$6.75M Buy
312,276
+73,380
+31% +$1.58M 0.02% 554
2025
Q3 		$5.11M Sell
238,896
-25,121
-10% -$532K 0.02% 617
2025
Q2 		$5.58M Sell
264,017
-20,784
-7% -$435K 0.03% 534
2025
Q1 		$6.02M Buy
284,801
+6,471
+2% +$135K 0.04% 451
2024
Q4 		$5.76M Sell
278,330
-15,566
-5% -$327K 0.03% 453
2024
Q3 		$6.4M Sell
293,896
-3,504
-1% -$74.7K 0.04% 392
2024
Q2 		$6.14M Buy
297,400
+284,507
+2,207% +$5.83M 0.04% 390
2024
Q1 		$267K Buy
+12,893
New +$268K ﹤0.01% 1697
2023
Q1 		– Sell
-4,498
Closed -$94.9K – 3582
2022
Q4 		$94.9K Buy
+4,498
New +$95.1K ﹤0.01% 1463
2022
Q3 		– Sell
-10,843
Closed -$246K – 1559
2022
Q2 		$246K Sell
10,843
-157
-1% -$3.64K ﹤0.01% 1304
2022
Q1 		$266K Sell
11,000
-34,645
-76% -$864K ﹤0.01% 972
2021
Q4 		$1.17M Sell
45,645
-21,755
-32% -$562K 0.02% 651
2021
Q3 		$1.75M Buy
67,400
+1,400
+2% +$36.4K 0.04% 351
2021
Q2 		$1.71M Buy
+66,000
New +$1.71M 0.05% 348

Other funds holding DEED

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Strategic Financial Partners
Strategic Financial Partners Bend, Oregon $270M AUM 11.71% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

NewEdge Advisors's DEED Position: Q3 2026 in Review

NewEdge Advisors reduced its First Trust Securitized Plus ETF (DEED) stake by 43% in Q3 2026, selling an estimated $2M and leaving 124,265 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1101.

NewEdge Advisors first reported a position in DEED in Q2 2021 and has held it in 17 quarters since. The position peaked at $6.75M in Q4 2025. 27 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

  • NewEdge Advisors held 124,265 shares of First Trust Securitized Plus ETF worth $2.52M as of Q3 2026.
  • NewEdge Advisors sold 94,967 First Trust Securitized Plus ETF shares in Q3 2026, an estimated $2M.
  • First Trust Securitized Plus ETF made up 0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1101 holding.
  • NewEdge Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and has held it in 17 quarters since.
  • NewEdge Advisors's First Trust Securitized Plus ETF position peaked at $6.75M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.