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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
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

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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
RSF
Rik Saylor Financial Fairfield, Ohio $151M AUM 22.96% 1-Year Est. Return

NewEdge Advisors's DEED Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Securitized Plus ETF (DEED) stake by 26% in Q2 2026, selling an estimated $1.68M and leaving 219,232 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #801.

NewEdge Advisors first reported a position in DEED in Q2 2021 and has held it in 16 quarters since. The position peaked at $6.75M in Q4 2025. 27 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • NewEdge Advisors held 219,232 shares of First Trust Securitized Plus ETF worth $4.69M as of Q2 2026.
  • NewEdge Advisors sold 78,458 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $1.68M.
  • First Trust Securitized Plus ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #801 holding.
  • NewEdge Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2021 and has held it in 16 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 Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.