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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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. 33 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.
33 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.